Zhejiang Sanhua Intelligent Controls (.SZ)_ What's New from 2024 Citi China Conference_ Impact of PHEV Mix Spike and Update on US Refrigerant Switch

V i e w p o i n t | 05 Nov 2024 09:49:28 ET │ 12 pages Zhejiang Sanhua Intelligent Controls (002050.SZ) What's New from 2024 Citi China Conference: Impact of PHEV Mix Spike and Update on US Refrigerant Switch CITI'S TAKE We hosted a range of investor update meetings with Sanhua management at Citi China Conference on 5th Nov. Here are the key takeaways. Auto parts Dollar content for a BEV is Rmb7000-8000/vehicle, a stark contrast to the dollar content of PHEV and ICE (merely a few hundred Rmb). The company w ...