电驱动半总成
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隆盛科技:公司长期深耕汽车尾气处理部件半总成领域
Zheng Quan Ri Bao Wang· 2026-01-14 14:16
证券日报网1月14日讯,隆盛科技(300680)在接受调研者提问时表示,隆盛科技的电驱动半总成主要 分为定子半总成与转子半总成两大品类,其中定子半总成涵盖定子铁芯、定子绕组及绝缘材料,转子半 总成包含转子铁芯、磁钢与转轴。公司长期深耕汽车尾气处理部件半总成领域,凭借强大的装配能力构 筑核心竞争力,助力新能源汽车核心部件业务快速突破。技术与客户合作层面,公司与金康动力、博世 展开深度合作,聚焦行业关键技术难点联合攻关,持续打磨技术方案以精准匹配不同客户的多元化需 求;同时公司正加大铁芯半总成客户开拓力度,该产品单车价值量显著高于零部件,市场增长潜力突 出。此外,公司可通过整合上下游资源,提升产业链议价能力,持续巩固市场竞争优势。 ...
隆盛科技(300680) - 300680隆盛科技投资者关系管理信息20260114
2026-01-14 10:08
Group 1: Company Overview - Wuxi Longsheng Technology Co., Ltd. holds an 80% stake in the national high-tech enterprise Wuxi Weiyan Zhongjia Precision Machinery Co., Ltd., focusing on ultra-precision processing and participating in major national projects like Chang'e and Tianwen [1][2]. - The company has established a strong market position in commercial aerospace support, collaborating with key clients such as the Beijing Satellite Manufacturing Plant and the China Academy of Space Technology [2]. Group 2: Satellite Products - The company provides critical components for satellite energy and control modules, including solar wing hinges and attitude control components, achieving a leading market position in satellite energy systems [3][4]. - The successful launch and operation of satellites depend on the company's energy and control modules, which are essential for solar wing deployment and energy supply [4]. Group 3: Competitive Advantages - The company has extensive experience in satellite support, with a product range that includes both flexible and rigid solar wings, enhancing its adaptability and market competitiveness [5]. - Continuous technological upgrades have led to lightweight product iterations, further improving performance and compatibility with various satellite models [5]. Group 4: Drone and New Business Developments - The company is actively engaged in the development and manufacturing of large drone structural components, with a focus on both domestic and export markets [6]. - Longsheng Technology is strategically positioned in the automotive industry, particularly in the fields of engine EGR systems and core components for new energy vehicles, while also exploring opportunities in commercial aerospace and humanoid robotics [7]. Group 5: Electric Drive Assemblies - The electric drive assembly consists of stator and rotor subassemblies, with a focus on enhancing assembly capabilities to strengthen market competitiveness in the new energy vehicle sector [8]. - Collaborations with companies like Jinkang Power and Bosch aim to address key technical challenges and meet diverse customer needs [8]. Group 6: Future Prospects and Financing - The company is monitoring developments in the domestic nuclear sector and is pushing for the industrialization of related technologies [9]. - There are plans for potential refinancing to support the growth of strategic new businesses, with recent adjustments to the company's stock structure to enhance liquidity [10].