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华达科技(603358.SH):获得客户项目定点
Ge Long Hui A P P· 2025-11-10 10:27
Core Viewpoint - The company has made significant strides in expanding its customer base in the automotive market, securing multiple project designations from domestic automotive manufacturers and new energy battery companies, which is expected to enhance its competitiveness and sustainable development in the automotive parts sector [1][2][3] Group 1: Project Designations - The company has received project designations from 12 domestic clients for 16 body parts projects, with a total expected sales amount of RMB 780 million over a lifecycle of 3-8 years, including 14 projects related to new energy vehicles with an estimated sales amount of RMB 680 million, set to begin mass production in Q4 2025 [1] - The company's wholly-owned subsidiary has secured 4 project designations from 3 clients for battery box pallets and other products, with a total expected sales amount of RMB 1.14 billion over a lifecycle of 2-4 years, scheduled to start mass production in Q4 2025 [2] - Another subsidiary has obtained 3 project designations from 3 clients for aluminum die-casting products, with a total expected sales amount of RMB 980 million over a lifecycle of 5-8 years, with mass production expected to commence in Q2 2026 [2] Group 2: Recognition and Impact - The project designations reflect the clients' recognition of the company's innovation, research and development capabilities, and product quality, marking a significant step in the company's efforts to deepen its presence in the passenger vehicle and new energy vehicle markets [3] - These developments are expected to enhance the company's competitiveness in the automotive parts sector and solidify its position, contributing to its steady and sustainable growth [3]
博俊科技:目前,部分减震塔和后地板、侧围后部内板项目已量产
Mei Ri Jing Ji Xin Wen· 2025-09-26 03:52
Core Viewpoint - The company is focusing on integrated die-casting as a significant strategic direction, with high market expectations for its performance and profitability in the future [1] Group 1: Integrated Die-Casting Project - The company has purchased multiple sets of die-casting units ranging from 2500T to 9000T, primarily located in its subsidiaries Changzhou Bojun and Chengdu Bojun [1] - The current die-casting equipment deployed includes 5000T and 9000T in Changzhou Bojun, and 2500T, 3500T, and 5000T in Chengdu Bojun [1] - The company has existing orders related to integrated die-casting, including products such as rear floor, shock tower, front-end module, rear side inner panel, and front lower crossbeam assembly [1] Group 2: Production and Development Status - Some projects, including shock towers and rear floors, have already entered mass production, while others like front-end modules and front lower crossbeam assemblies are still in the product development phase [1] - The specific mass production timelines for these projects will depend on customer release schedules [1]
华达汽车科技股份有限公司关于获得客户项目定点的公告
Core Viewpoint - The announcement highlights that Huada Automotive Technology Co., Ltd. has secured project designations from various domestic automotive manufacturers and new energy battery companies, indicating a positive recognition of the company's innovation and product quality in the automotive parts sector [3][6]. Group 1: New Project Designations Overview - From May to July 2025, the company has obtained project designations from seven domestic clients for 16 body parts projects, with a total expected sales amount of RMB 2.6 billion over a lifecycle of 5-8 years, primarily focused on new energy vehicles [4]. - The company's subsidiary, Jiangsu Hengyi Industrial Technology Co., Ltd., has received project designations from three clients for five projects related to battery boxes and other products, with a total expected sales amount of RMB 600 million over a lifecycle of 2-3 years [5]. - The wholly-owned subsidiary, Huachi New Energy Technology (Jiangsu) Co., Ltd., has secured project designations from seven clients for eight aluminum die-casting projects, with a total expected sales amount of RMB 300 million over a lifecycle of 3-6 years [5]. Group 2: Impact on the Company - The project designations signify the clients' recognition of the company's capabilities in innovation, research and development, and product quality, enhancing the company's competitiveness and sustainable development in the automotive parts sector [6]. - The designated projects are expected to have a positive impact on the company's future revenue and operational efficiency, although the specific financial impact will depend on the actual orders and market conditions [6].
华达科技:获得客户项目定点
Ge Long Hui· 2025-08-25 09:25
Group 1 - The company is actively expanding its customer base in the automotive market and optimizing its customer and product structure, recently securing project designations from domestic automotive manufacturers and new energy battery companies [1][2] - In the body parts project designation, the company has received 16 project designations from 7 domestic clients, with a total expected sales amount of RMB 2.6 billion over a lifecycle of 5-8 years, primarily involving 15 projects related to new energy vehicles, set to start mass production in Q4 2025 [1] - In the battery box pallet and related projects, the company's subsidiary has secured 5 project designations from 3 clients, with a total expected sales amount of RMB 600 million over a lifecycle of 2-3 years, with mass production scheduled to begin in Q3 2025 [2] Group 2 - The aluminum die-casting project designations involve 8 projects from 7 clients, with a total expected sales amount of RMB 300 million over a lifecycle of 3-6 years, and mass production is also set to start in Q3 2025 [2]
博俊科技(300926) - 300926博俊科技投资者关系管理信息20250609
2025-06-09 10:20
Group 1: Company Overview - Jiangsu Bojun Industrial Technology Co., Ltd. was established in 2011, focusing on the R&D, design, production, and sales of automotive precision components and molds [2] - The company offers a comprehensive range of products, including body modules, dashboard assemblies, and various automotive systems such as steering, power, door, sunroof, electronic, interior, and seating systems [2][3] - Bojun has established strategic partnerships with renowned automotive manufacturers, including Geely, Changan, BYD, and Magna [3] Group 2: Financial Performance and Projections - The company has consistently outperformed its annual financial budget reports in previous years, with expectations for continued strong performance in 2025 [4] - A new factory in Jinhua is set to be built with a total investment of 1 billion CNY, covering approximately 165 acres, primarily serving clients like Leap Motor and Geely [4] Group 3: Product Development and Client Engagement - Bojun has secured project allocations for three platforms (A, B, C) from Leap Motor, with expectations for rapid revenue growth in the coming two years [4] - The company is actively involved in the production of integrated die-casting and high-pressure aluminum components, with some projects already in mass production [4][5] Group 4: Future Growth and Investments - New investments in factories and production lines are aligned with actual customer demand, contributing to future growth [5] - The company is exploring opportunities in the robotics sector, maintaining a focus on potential collaborations with clients in this field [5]