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天有为:积极开拓海外市场 加速全球化布局
Core Viewpoint - The company, Tianyouwei, specializes in the research, design, production, and sales of automotive instruments and is expanding into the smart cockpit sector, with a focus on enhancing its global market presence and product offerings [1][2]. Group 1: Business Overview - Tianyouwei primarily engages in the development and production of electronic combination instruments, full LCD combination instruments, dual-screen instruments, and other automotive electronic products and services [1]. - The company has established long-term partnerships with numerous well-known automotive manufacturers and parts suppliers, including Hyundai Motor Group, BYD, Changan Automobile, and others [1]. Group 2: Market Expansion - The company aims to increase its overseas revenue share from 47.06% in 2022 to 53.60% by 2024, indicating a strategic push for global market expansion [2]. - Tianyouwei is actively developing new products such as curved screen instruments and ultra-thin navigation screens, leveraging its relationships with major automotive manufacturers to enhance its product offerings [2][3]. Group 3: Technological Innovation - The company's core technology, composite screen technology, innovatively combines segment code screens with TFT color screens to achieve near full-color display effects, providing a cost-effective alternative to traditional TFT screens [3]. - This technology allows for customized instrument shapes while maintaining high display quality, thus broadening the product range available to customers [3]. Group 4: International Operations - Tianyouwei's subsidiary in Mexico has generated revenue of 370 million yuan since its establishment in 2022, with plans for a modern, automated factory projected to cost 55 million USD [4]. - The new facility is expected to enhance service capabilities in the Americas and Europe, reduce delivery times, and lower transportation costs, thereby strengthening the company's competitive edge in the global automotive electronics market [4].
产品结构持续优化量价齐升,国产汽车仪表领先者「天有为」成功上市
梧桐树下V· 2025-04-24 10:01
4月24日,黑龙江天有为电子股份有限公司(股票代码:603202 简称:天有为)成功在上交所主板上市。招股书 显示,天有为主要从事汽车仪表的研发设计、生产、销售和服务,通过不断地研发创新,公司产品结构持续优 化,加速向智能座舱领域拓展,目前已成为国产汽车电子细分领域的代表性企业之一。 国产汽车仪表领先者,产品市占率位居前列 汽车电子是车身电子控制系统和车载电子系统的总称,对整车制造具有重要意义。上世纪70年代,汽车电子成 本在整车成本中的占比仅为3%,而到2015年,这一比例已增长至约40%,预计到2025年将达到60%。 仪表盘是汽车电子的重要组成部分之一,是集成了多种显示和指示信息的关键组件。 但目前国内汽车电子市场主要被外企占据,汽车仪表市场也不例外,根据盖世汽车研究院和平安证券的数据, 2020年国内液晶仪表市场中,博世、电装、大陆等企业合计占据约67%的市场份额,本土企业市场份额只占 33%。 自2003年成立以来,天有为聚焦汽车仪表行业,并在长期的发展中具备了为汽车整车厂商同步研发及批量供货 能力。当前公司产品已覆盖中外多家头部整车厂商及汽车零部件供应商,主要包括现代汽车集团、比亚迪、长 安汽车、 ...