HASCO Automobile.
Growth: Revenue has increased year-on-year in the past three years. 09%, deducting non-net profit year-on-year. 22%。Revenue in the first three quarters of 2023 increased by 7% year-on-year28%, deducting non-net profit increased by -2 year-on-year85%。
Main products: interior and exterior decoration, revenue accounted for 6581%, gross profit 1484%
Company highlights: The market share of the company's interior and exterior trim parts in the dashboard, car seats, lights, airbags, bumpers and other products, as well as the chassis structural parts, transmission shafts, air conditioning compressors, steering machines, window shakers and other products in the functional assembly parts sector are in the forefront of China. The company has obvious advantages in foreign layout, and continues to develop foreign markets, and some of the company's advantageous businesses and products such as lightweight cast aluminum, fuel tank systems and automotive electronics have also entered the markets in Europe, the United States, South Korea, Australia and Southeast Asia. The company is one of the first enterprises to access the leading technology of international auto parts, and has formed a relatively complete independent research and development system and localized synchronous development capabilities. At present, the business of automotive interiors, automotive seats, automotive lighting, lightweight cast aluminum, fuel tank systems and other businesses has formed independent research and development capabilities with strong international competitiveness.
Shenglong shares. Growth: Revenue has increased year-on-year in the past three years. 57%、-1.01%, deducting non-net profit year-on-year. 94%。Revenue in the first three quarters of 2023 increased by -3 year-on-year16%, deducting non-net profit increased by -108 year-on-year31%。
Main products: engine oil pumps, revenue accounted for 49.86%, gross profit 1109%
Company Highlights: The company's products are mainly used in the power transmission system, thermal management system, electric drive and electronic control system of traditional automobiles and new energy vehicles, the company is the leading domestic power system pump products, the company has begun the research and development, design and production of pump products since the early 90s, leading the industry. In 2014, the company made a significant leap forward in innovation from a single pump to an integrated duplex pump product. The five key core technologies of the company's electronic oil pump products are: low-vibration and low-noise mechanical oil pump body development technology, high-groove full-rate motor design and development technology, high-precision FOC permanent magnet brushless motor control technology, electronic oil pump assembly high-integration design, electronic oil pump and automotive transmission system matching in the whole temperature range. In the field of transmission, the company has independently developed most of the core components, and all of these parts have been mass-produced, filling the domestic gap in the field of core components such as high-performance clutch assembly and planetary gear carrier.
Wencan shares. Growth: Revenue has increased year-on-year in the past three years. 18%, deducting non-net profit year-on-year. 85%。Revenue in the first three quarters of 2023 increased by -1 year-on-year75%, deducting non-net profit increased by -83 year-on-year58%。
Main products: body structure casting, revenue accounted for 9519%, gross profit 1863%
Company Highlights: Mainly engaged in the research and development, production and sales of automotive aluminum alloy precision casting products, mainly used in the body structure system and integrated body system of new energy vehicles and traditional fuel vehicles. The company has a significant first-mover advantage in aluminum body structural parts systems and integrated body systems, and is a global leader in the aluminum brake caliper segment. In the field of body structural products, the yield of the company's products can reach 95% and above on average, the company's traditional technical advantages are high-pressure casting, and in recent years, after the establishment of Jiangsu Wencan, further construction and development of low-pressure casting process. The production process of the body structure has extremely high technical barriers, the company through many years of operation, the company's molds for all body structural parts projects are independently developed and manufactured, and the subsidiary Wencan Research Institute has accumulated a large number of project experience in body structural parts. At present, the company has 26 die-casting machines of more than 4500t, all of which have been installed and put into use, and are at the forefront of the industry in the field of large-scale integrated body parts products, leading the development of the industry.
Xinpeng shares. Growth: Revenue has increased year-on-year in the past three years. 07%, deducting non-net profit increased by 28% year-on-year. Revenue in the first three quarters of 2023 increased by -1 year-on-year69%, deducting non-net profit increased by 52% year-on-year54%。
Main products: auto parts, revenue accounted for%, gross profit %
Company Highlights: The company's auto parts business and products mainly include: providing uncoiling blanking of steel plates and aluminum plates for passenger carsStamping of large covers;Automatic welding of sub-assembly parts;products and services such as small metal parts. The core customers of the company's auto parts business are SAIC Volkswagen and well-known new energy vehicle companies in the region, with stable and large customers. Since 2020, the company has expanded its new energy customers by relying on its good manufacturing capabilities and regional advantages, and improved the single customer situation in the company's automotive sector. The company has strong production equipment and manufacturing capacity. Today, the company's automation rate in the field of automotive components has reached around 80%.
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