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天汽模(002510) - 天汽模调研活动信息
002510TQM(002510)2023-11-15 09:58

Business Overview - The company currently holds mold orders worth approximately 2.5 billion yuan [3] - The company's stamping business primarily serves clients such as FAW Toyota, Great Wall Motors, Beijing Benz, and BMW Brilliance in the Tianjin region, while the Hefei factory mainly supplies NIO [3] - The company is actively expanding its business with major automakers like Volkswagen, Chery, and BYD in the Hefei area [3] Market Trends and Strategy - Approximately 50% of the company's new mold orders are for new energy vehicle models, reflecting the growing trend in the automotive industry [2] - The company plans to continue expanding its market presence both domestically and internationally, leveraging its strong order-taking capabilities in the mold business [3] - With the completion of equipment installation and debugging at the Hefei factory, the company expects to further increase its stamping production capacity [3] Future Prospects - The company has sufficient orders in the aviation parts sector and will actively organize production based on customer production plans [3] - The Xi'an subsidiary is currently undergoing supplier qualification audits and certifications, indicating ongoing efforts to expand the aviation product business [3] - The company aims to strengthen its core mold business while expanding its stamping and aviation industries [3] Corporate Governance - The controlling shareholders, consisting of 8 natural persons acting in concert, are seeking to transfer control due to age-related reasons [3] - The controlling shareholders are actively searching for potential buyers, and any progress will be disclosed in a timely manner [3]