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保隆科技(603197.SH):預計全主動懸架系統滲透率將快速提升

格隆匯6月5日丨保隆科技(603197.SH)在互動平臺表示,保隆科技與威孚高科共同投資設立子公司,開發電液泵(MPU)、電磁閥、蓄能器等主動懸架系統部件,搭配保隆科技的主動減振器和控制器等產品,可以爲OEM客戶提供完整的全主動懸架系統解決方案,並通過子公司保隆工貿銷售。目前電液泵(MPU)產品已獲得一個項目定點,因公司和客戶簽署有保密協議,具體客戶名稱不便對外披露。 全主動懸架系統可以顯著提升車輛操控性和舒適性,國內車企對全主動懸架系統的需求日趨強烈,我們預計全主動懸架系統滲透率將快速提升。目前我們正和超過20家客戶交流,包括和2家歐洲豪華品牌的溝通進展已經很深入。基於保隆科技在智能懸架市場積累的技術、經驗和客戶資源,後續有望獲得更多業務。

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