龍磁科技(300835.SZ):軟磁產品在新能源汽車領域主要應用在車載OBC、DC/DC及HDC等電源模塊及充電樁等
格隆匯5月27日丨龍磁科技(300835.SZ)在投資者關係表示,公司是汽車、變頻家電領域全球領先的磁性材料供應商,公司軟磁產品在新能源汽車領域主要應用在車載OBC、DC/DC及HDC等電源模塊及充電樁等。未來軟磁產業鏈將圍繞技術升級與國際化佈局展開。海外工廠建設方面,公司計劃依託東南亞等地區位優勢,建立本地化生產基地,優化供應鏈韌性並降低貿易壁壘影響,輻射歐美及新興市場。芯片電感開發方面,公司聚焦高精度、高頻化產品,結合材料研發與封裝技術突破,切入AI服務器、數據中心、汽車電子等高端領域,提升產品附加值。深化與汽車、新能源等頭部客户合作,同步拓展北美、歐洲等增量市場,強化品牌影響力。公司將以材料創新為根基,以國際化產能與客户協同為支撐,推動軟磁業務向高附加值領域延伸,增強盈利能力。
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