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Double ring drive: improve capacity planning and actively promote the development of new energy elec

日期: 2022-01-13
浏览次数: 1

In the record of investor relations activities disclosed on January 12, 2022, double ring drive (002472. SZ) said that with the continuous development of the new energy vehicle industry in 2022 and the smooth mass production climb of the company's new customers and new projects, the development of new energy electric drive gear business will have a positive impact on the company. By the end of 2021, the company has built a new energy electric drive gear production capacity of 1.5 million sets / year. On this basis, the company will make preparations for capacity expansion following the increasing market penetration of new energy vehicles, and will also tilt resources for the development of new energy electric drive gear business.

Double ring transmission was established in 2005. Its main business is the R & D, design and manufacturing of mechanical transmission gears and related parts. The company always adheres to the operation and management philosophy of customer demand-oriented, fixed production by sales, promoting production by research and local production and marketing. After years of continuous professional and large-scale cultivation, the company has a high international reputation. In recent years, in order to comply with the industry trend, the company has laid out in advance and built a manufacturing capacity that can not only meet the current but also cover the future demand, and has established a cooperative relationship of rapid response, synergy and symbiosis with strategic customers.

According to the investor relations record form, the company accepted the investigation of many institutions in the form of teleconference on January 10, 2022. Including 65 institutions such as Tianfeng securities, cyberatlas capital, Guojun proprietary, Debang fund, Citi and hdcapital, with a total of 75 people. Chen Haixia, Secretary of the board of directors of double ring drive, participated in the communication activities.

For the company's capacity construction focused by the organization, double ring drive said that the company's main strategy in the passenger vehicle business segment is to actively promote the development of new energy electric drive gear business, pay close attention to pure electric models above A00, and focus on medium and high-end models and competitive models. Under this strategy, the company has built a production capacity of 1.5 million sets / year of new energy electric drive gears by the end of 2021, which will serve as the minimum production capacity of the company to meet the market demand. On this basis, the company will make preparations for capacity expansion following the increasing market penetration of new energy vehicles, and will also tilt resources for the development of new energy electric drive gear business.

At the same time, double ring transmission also said that it would continue to pay attention to the development of hybrid power in the market and make corresponding capacity planning according to market demand. By the end of 2021, the company's representative hybrid project has entered the stage of steady climb. Since the second half of 2022, the company will also actively prepare for the previously disclosed new energy projects directly exported to Europe and supplied with PPET (Bangqi Peugeot Citroen electrified transmission Co., Ltd.), which is the beginning of the company's entry into the global market in the field of new energy vehicles. In addition, the company will continue to promote the upgrading and transformation of production line automation. Jiaxing subsidiary will start the automation upgrading and transformation of the new energy electric drive gear production workshop from April, gradually control and reduce the number of operators, and build a model workshop for the company's intelligent manufacturing.

When asked about the changes in the profitability of the company's new energy products, double ring drive said that one of the company's core competitive advantages is the mass manufacturing capacity of high-precision products, and the new energy electric drive gear is just a typical representative of high-precision gears. As long as the production capacity and equipment efficiency are improved, the gross profit margin can be improved.

With regard to the specific plan of capital expenditure in 2022, double ring transmission said that the main direction of capital expenditure this year is focused on the three business segments of new energy electric drive gear, commercial vehicle automatic transmission gear and robot joint, as well as the construction of Research Institute. The company will further plan according to the market demand.

With regard to the development of RV, the double ring drive believes that the downstream robot manufacturers still have strong demands for the localization of joints. The subsidiary ring technology has been unanimously recognized by customers and has established a good quality image and reputation in the market. In 2022, the company will make corresponding capacity planning and layout based on the existing capacity and in combination with the industry trend.


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