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威唐工业(300707) - 威唐工业调研活动信息
VT IndustriesVT Industries(SZ:300707)2022-11-21 15:38

Group 1: Business Operations and Market Conditions - The company faced delays in revenue recognition for its mold business due to international logistics issues and the pandemic, but the shipping situation is gradually improving, and it is not expected to impact overall business [2] - As of now, the company has a robust order backlog for molds and stamping parts, indicating a saturated production capacity [2] Group 2: Application in Automotive Sector - The company's stamping parts revenue is primarily derived from components related to new energy vehicles (NEVs), with an increasing application ratio in automotive molds for NEVs [2] - The battery box business is also focused on NEVs, highlighting the shift towards electric vehicles [2] Group 3: Technological Advantages - The company has invested in the development of technologies for battery boxes, focusing on high-strength aluminum alloy materials and advanced welding techniques to enhance product competitiveness [2] - The use of Friction Stir Welding (FSW) technology addresses processing bottlenecks and improves the strength and crash performance of battery trays, meeting the lightweight and collision protection requirements of NEVs [2] Group 4: Future Business Strategy - With global policies favoring NEVs, the company plans to expand its capacity and stabilize mass production processes for battery boxes, adapting to market demands and customer needs [3]