科博達(603786.SH):2022年度終端客户大眾全球的產品銷售佔比69.73%
格隆匯6月5日丨有投資者向科博達(603786.SH)提問:公司2022年度及2023年一季度幾大終端客户情況?
科博達回覆:2022年度,終端客户大眾全球的產品銷售佔比69.73%。具體來看,大眾集團(The Volkswagen Group)、一汽大眾、上汽大眾銷售佔比分別為24.22%、24.96%、20.55%;另外,康明斯銷售佔比6.31%、濰柴動力銷售佔比4.37%。2023年一季度,終端客户大眾全球的產品銷售佔比63.19%。具體來看,大眾集團(The Volkswagen Group)、一汽大眾、上汽大眾銷售佔比分別為25.19%、22.31%、15.69%;另外,康明斯銷售佔比7.82%、濰柴動力銷售佔比7.16%。另外,今年一季度,新勢力客户中,銷售佔比變化最大的是理想。2022年度理想銷售佔比約1.5%,今年一季度,理想佔比約3%。
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