华纬科技(001380) - 2024年7月3日投资者关系活动记录表

Group 1: Product Value and Specifications - The single vehicle value of suspension springs is between 130-200 RMB, while the stabilizer bar ranges from 120-160 RMB. The value for new energy vehicles increases by 20-30% compared to traditional vehicles [1] - A traditional fuel vehicle requires 4 suspension springs and 2 stabilizer bars [1] Group 2: Competitive Advantages - The company’s advantages lie in its front-end materials, with a focus on self-developed materials and years of technical accumulation. Collaborations with domestic spring steel companies enhance material performance through heat treatment processes [2] - The company possesses its own mold workshop, allowing for independent design and manufacturing of tools and molds, which improves cost efficiency and response speed to customers [2] Group 3: Client Relationships - The top five clients remain unchanged: BYD, Geely, FAW Dongji, Nanyang Xijian, and Great Wall [1] - The company is actively expanding its client base, with notable projects including securing a contract with Stellantis and entering the supply chain of Sailis, as well as discussions with Xiaomi Automotive [2] Group 4: Market Positioning - The competitive landscape for stabilizers and springs is similar, as both are critical elastic components of the chassis, leading to high customer overlap [2]