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浙江世宝(002703) - 002703浙江世宝投资者关系管理信息20250608
2025-06-08 10:36
Group 1: Revenue Growth and Performance - The company's revenue growth in 2024 and Q1 2025 is primarily driven by product structure optimization and increased value per vehicle [1] - Profit growth is attributed to effective cost control, leading to a decrease in expense ratio relative to revenue [2] - The company maintains a strong outlook for sustainable growth, focusing on smart and electric technology routes [2] Group 2: Production and Technology Development - The company has solid technical reserves in steer-by-wire technology and is progressing with several mainstream automakers, with some projects expected to be mass-produced by 2026 [2] - The steering industry is undergoing a competitive restructuring due to the acceleration of vehicle electrification and intelligence [2] - The company plans to enhance R&D investment to strengthen its position in the smart steering sector [2] Group 3: Market Expansion and Client Base - The company is actively expanding its international market presence and is in the process of qualification certification with several well-known international automakers [2] - Major clients in the passenger vehicle sector include traditional automakers like Chery and Geely, as well as new players like NIO and Li Auto [3] - The company is optimistic about revenue growth in 2025, driven by increasing penetration of new energy vehicles and demand for intelligent steering systems [3] Group 4: Future Product Launches and Collaborations - New production capacity in 2025 will focus on electric steering columns and R-EPS [3] - The company is engaged in technical exchanges for steering technology with various clients in the unmanned logistics vehicle sector [3] - The company has developed technology reserves in rear-wheel steering, with projects expected to be mass-produced by 2026 [3]
采埃孚CEO回应独立拆分电驱动业务:希望与合作伙伴产生协同效应,不断将业务重心向中国转移
Mei Ri Jing Ji Xin Wen· 2025-03-25 14:01
采埃孚CEO回应独立拆分电驱动业务:希望与合作伙伴产生协同效应,不断 将业务重心向中国转移 每经记者 范文清 每经编辑 余婷婷 继德国汽车零部件巨头大陆集团宣布,将汽车业务板块拆分,并计划于今年9月独立上市后,采埃孚集团也在3月20日宣布,公司正在评估将电驱动技术事业 部进行独立拆分的可行性。 "采埃孚集团的产品线很多,但我们有一个总体策略,就是必须在其所经营的领域里,排到行业前三名。比如,我们在底盘领域、商用车领域行业第一,在 工业技术领域位列第三,在售后领域我们排名第二。如果做不到这一点,可能就无法实现盈利。为了提高这些业务领域的竞争力,我们可能要寻找一些合作 伙伴,把其排名拉到行业前一二名的位置。所以我们独立拆分电驱动业务的原因之一就是提高其竞争力水平。"3月24日,采埃孚集团首席执行官(CEO)柯 皓哲博士(Dr. Holger Klein)在接受《每日经济新闻》记者采访时回应称。 事实上,这并不是采埃孚近年来第一次对旗下业务进行拆分。之前,采埃孚也曾对其车桥、中间件和被动安全系统等业务板块进行过重组,取得了不错的效 果。例如,通过与富士康的合作,采埃孚的车轴总成业务正在长足发展,拥有了更多客户和新的 ...