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英搏爾(300681.SZ):目前"集成芯"技術平台化建設基本完成 實現在吉利汽車、上汽大通、江淮汽車、合眾汽車、東風汽車等多合一系統項目的量產
格隆匯 10-23 10:02

格隆匯10月23日丨英搏爾(300681.SZ)機構調研紀要顯示,新能源汽車動力系統多合一集成是動力系統降本的重要技術路徑,公司是國內少數同時具備驅動系統和電源系統集成能力的供應商,公司"集成芯"動力系統產品在設計創新、量產能力等方面有優勢。目前"集成芯"技術平台化建設基本完成,實現在吉利汽車、上汽大通、江淮汽車、合眾汽車、東風汽車等多合一系統項目的量產。

公司作為行業第三方供應商(Tier1),擁有完善的產品矩陣,滿足客户的應用需求。從公司目前的發展來看,除了多合一"集成芯"動力系統發展較好,電源系統方面也是公司業績增長的重要組成部分,此外,商用車、工程機械電動化行業也有較好的需求。公司通過構建系統級"產品力",採用較為靈活的供應模式,才能更好的把握行業發展機會。

公司在電源系統的產品效率和質量體系方面,有自己的特色和產品組合優勢,目前產銷量居第三方供應商前列,產品發展趨勢良好。

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