中證網訊(記者 陳澄)11月(yue)5日(ri)晚(wan)間,奧(ao)特(te)佳(002239)發布公(gong)(gong)(gong)告稱(cheng),公(gong)(gong)(gong)司(si)(si)當天收(shou)到(dao)子公(gong)(gong)(gong)司(si)(si)空(kong)(kong)調(diao)(diao)國(guo)際(ji)(美國(guo))公(gong)(gong)(gong)司(si)(si)的(de)信息,稱(cheng)該(gai)公(gong)(gong)(gong)司(si)(si)于北京時間11月(yue)2日(ri)收(shou)到(dao)美國(guo)電動汽車(che)生產商特(te)斯(si)拉公(gong)(gong)(gong)司(si)(si)的(de)“供(gong)(gong)(gong)應(ying)商定點函”。特(te)斯(si)拉公(gong)(gong)(gong)司(si)(si)將空(kong)(kong)調(diao)(diao)國(guo)際(ji)(美國(guo))公(gong)(gong)(gong)司(si)(si)選(xuan)擇(ze)為供(gong)(gong)(gong)應(ying)商,空(kong)(kong)調(diao)(diao)國(guo)際(ji)(美國(guo))公(gong)(gong)(gong)司(si)(si)將按(an)最終合同(tong)為特(te)斯(si)拉公(gong)(gong)(gong)司(si)(si)的(de)某型號電動汽車(che)供(gong)(gong)(gong)應(ying)汽車(che)空(kong)(kong)調(diao)(diao)產品(HVAC)。
公(gong)(gong)司(si)(si)認為(wei),空調國(guo)際(美國(guo))公(gong)(gong)司(si)(si)成為(wei)特斯拉公(gong)(gong)司(si)(si)的(de)供應(ying)商,將對(dui)公(gong)(gong)司(si)(si)鞏(gong)固在新能源汽(qi)車空調系統市(shi)(shi)場的(de)影響(xiang)(xiang)力及開拓新市(shi)(shi)場產生正面影響(xiang)(xiang),并預計將對(dui)公(gong)(gong)司(si)(si)未來經營業績產生積極影響(xiang)(xiang)。
據了解,奧特(te)佳在2015年(nian)5月進行重大資產重組后,公司主(zhu)營業(ye)務新增汽車空調(diao)壓縮(suo)(suo)機(ji)業(ye)務。目前(qian),公司主(zhu)要從事汽車空調(diao)壓縮(suo)(suo)機(ji)和(he)(he)汽車空調(diao)系統(tong)的研發、生產和(he)(he)銷售。
值(zhi)得一(yi)提的(de)是(shi),公(gong)(gong)(gong)司(si)(si)(si)此前提出,電動壓(ya)縮(suo)機(ji)作為(wei)(wei)新能(neng)(neng)源汽(qi)車空調系統的(de)核(he)心部件(jian),將(jiang)是(shi)公(gong)(gong)(gong)司(si)(si)(si)業務(wu)未來(lai)的(de)重要增長點。公(gong)(gong)(gong)開(kai)資(zi)料顯示,公(gong)(gong)(gong)司(si)(si)(si)已(yi)(yi)于2018年4月(yue)起向比亞迪、北汽(qi)新能(neng)(neng)源批(pi)量供貨,兩(liang)者銷量位居國內市場前列,從而鞏固了公(gong)(gong)(gong)司(si)(si)(si)國內電動壓(ya)縮(suo)機(ji)市場的(de)龍(long)頭地位。同時,公(gong)(gong)(gong)司(si)(si)(si)還為(wei)(wei)蔚來(lai)汽(qi)車ES8開(kai)發空調系統和熱(re)管理系統,該車型目前已(yi)(yi)經(jing)量產上(shang)市交付,2018年7月(yue)銷量1331輛(liang),訂單量超過(guo)1.7萬輛(liang),公(gong)(gong)(gong)司(si)(si)(si)也由此躋身“蔚來(lai)汽(qi)車供應鏈概念股(gu)”,并因此曾于2018年9月(yue)14日錄得漲停(ting)。
另外,公(gong)司還為(wei)寧德時代(dai)提(ti)供新(xin)能(neng)源(yuan)大巴電(dian)池包冷(leng)卻(que)系統。中信建投認為(wei),2018年(nian)上半年(nian)寧德時代(dai)主(zhu)要客(ke)車客(ke)戶的(de)新(xin)能(neng)源(yuan)客(ke)車市(shi)場占比(bi)接近50%。而主(zhu)要客(ke)戶下半年(nian)銷量持續增長,有望帶動奧特佳(jia)新(xin)業務快速發展(zhan)。
中(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)聲(sheng)明:凡本(ben)網(wang)(wang)注明“來源:中(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報(bao)(bao)·中(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)”的(de)所有作(zuo)(zuo)品,版權(quan)均(jun)屬于中(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報(bao)(bao)、中(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)。中(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報(bao)(bao)·中(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)與作(zuo)(zuo)品作(zuo)(zuo)者(zhe)(zhe)聯合聲(sheng)明,任何組織未經中(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報(bao)(bao)、中(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)以及作(zuo)(zuo)者(zhe)(zhe)書面授權(quan)不(bu)得(de)轉載、摘編(bian)或(huo)利(li)用其(qi)(qi)它方式使用上(shang)述作(zuo)(zuo)品。凡本(ben)網(wang)(wang)注明來源非(fei)中(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報(bao)(bao)·中(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)的(de)作(zuo)(zuo)品,均(jun)轉載自(zi)其(qi)(qi)它媒(mei)體,轉載目的(de)在于更好服務讀者(zhe)(zhe)、傳遞信息之需,并不(bu)代表本(ben)網(wang)(wang)贊同其(qi)(qi)觀點,本(ben)網(wang)(wang)亦不(bu)對其(qi)(qi)真實性(xing)負責(ze),持(chi)異議(yi)者(zhe)(zhe)應(ying)與原出處(chu)單位主(zhu)張權(quan)利(li)。
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