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雪龍集團(603949.SH):自主設計的低壓電動風扇總成產品,性能對標國外競品

格隆匯5月14日丨雪龍集團(603949.SH)在業績說明會上表示,在行業政策方面:國六排放標準實施推動商用車技術升級,公司的電控硅油離合器風扇總成作爲節能減排的關鍵部件,需求將持續增長。在新能源商用車發展方面:新能源商用車市場快速增長,公司的儲備項目電動風扇總成,作爲核心部件,市場空間廣闊,單車配套價值上升,有利於業績增長。針對新能源商用車,公司自主設計的低壓電動風扇總成產品,性能對標國外競品,目前已具備批量生產能力。低壓電動風扇總成應用於新能源純電動重卡、新能源純電動輕卡、新能源純電動工程機械等領域。以新能源電動重卡爲例,平均每輛車配套4個至9個電動風扇總成,是燃油重卡配套電控硅油離合器風扇總成的單車配套價值的2-4倍;新能源純電動輕卡平均每輛車配套2個電動風扇總成,是傳統燃油輕卡配套硅油離合器風扇總成的單車配套價值的2-4倍。同時,公司組建專項研發團隊對新能源商用車冷卻風扇用高壓電機及其控制系統設計、製造等方面進行技術突破,產品市場應用前景廣闊。在市場開拓方面:公司將加大海外市場調研力度,穩步推進國際化戰略,積極尋找業績新增量。在經營管理方面:公司將聚焦產品質量、效率提升、節能降耗等,圍繞企業核心競爭力提升,以體系建設持續穩固發展定力,以對標管理持續增強發展動力,以降本增效持續激發發展活力。在產業佈局方面:公司將圍繞戰略規劃,積極推進北侖新基地建設項目,並結合公司業務佈局,通過對外投資拓寬新能源產業發展空間。公司將投入更多精力研究篩選併購項目,加大調研力度,特別是項目實地調研、多輪調研和多渠道調研,提高調研評估質量,爲決策提供有力支持。同時,公司進一步強化前期籌建方案的制定與落實,爭取在項目落地和產業鏈精準延伸上取得突破。

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