http://www.kadhoai.com.cn 2026-04-09 14:01:05 來源:中財網
2018 年6 月27日彙川技術與英飛淩科技簽署戰略合作協議,將在智能製造及新能源汽車領域展開全麵合作。

tongguobencizhanlvehezuo,huichuanjishuhexinlingbujianhuanjiegongyingshixiaoxingjiwendingxingjiangdadazengqiang。huichuanshiyingfeilingzaizhongguogongkongxingyezuidadehezuohuoban,zhuyaocaigouchanpinbaokuoxinpian、MCU 及功率器件等,均為核心零部件環節,對公司生產效率及產品質量的影響較大。此前,由於IGBT mokuaijixiangguanxinpiandengzaiduanshijianneiwufashixianguochanhua,tongshishoudaozhongmeimaoyimocayingxiang,shichangduigongkongqiyezaihexinlingbujianhuanjienengfoubaozhengwendinggongyingfangmiancunzaiyidingchengdudedanyou,huichuanciciyuyingfeilingjianlizhanlvehezuo,jiangjidabaozhangweilaihuichuanhexinlingbujiandegonghuowendingxingjishixiaoxing。
本次合作有望降低彙川核心零部件采購成本,擴大其毛利率優勢。2017 年公司整體毛利率水平在45%,因此公司物料采購成本占總營收的47%,即23 億元左右,其中芯片環節采購成本約占總采購成本的10%,即2.3 億yi元yuan左zuo右you。我wo們men認ren為wei彙hui川chuan與yu英ying飛fei淩ling建jian立li合he作zuo關guan係xi,將jiang有you助zhu於yu其qi在zai一yi定ding程cheng度du上shang降jiang低di核he心xin零ling部bu件jian環huan節jie的de成cheng本ben,尤you其qi是shi在zai電dian子zi元yuan器qi件jian價jia格ge持chi續xu走zou高gao的de背bei景jing下xia,能neng夠gou幫bang助zhu公gong司si維wei持chi其qi較jiao高gao的de毛mao利li率lv水shui平ping,我wo們men估gu算suan彙hui川chuan芯xin片pian環huan節jie采cai購gou價jia格ge每mei降jiang低di5%,毛利率水平將提升0.24%。
hezuojiangbangzhuhuichuantishengtigongxingyejiejuefangannenglijizaixinnengyuanqichedianjidiankonglingyuyoushi。huichuanjiangyuyingfeilingzaixinyingyongyanfafangmiankaizhanzaoqihezuo,zhizaiyouhuachanpinxingneng,jiangdishengchanchengben、縮短交付周期。此次合作將為公司定製化專機路線提供強大技術支持;另外有望提升公司在新能源汽車電機電控領域的技術實力和客戶響應速度,有助於公司業績持續增長。