星源卓镁：收到新能源汽车减速器壳体零部件定点通知

Core Viewpoint - Xingyuan Zhuomei (301398.SZ) has received a supplier designation notification from a domestic electric vehicle manufacturer to develop and supply components for electric vehicle reducer housings, with expected mass production starting in Q1 2027 and total sales amounting to approximately 575 million RMB over the next four years (2027-2030) [1] Group 1 - The company will begin mass production of the reducer housing components in Q1 2027 [1] - The total sales amount for the next four years is projected to be around 575 million RMB [1] - The supplier designation does not guarantee the actual procurement amount from the downstream customer, as actual sales will depend on order settlement amounts [1] Group 2 - The actual sales figures are directly related to the production volume of the relevant vehicle models from the downstream customer [1] - Factors such as the overall automotive market conditions and macroeconomic environment may impact the downstream customer's production plans and procurement needs, introducing uncertainty to supply volumes [1] - The impact of this supplier designation on the company's revenue and net profit remains uncertain [1]