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新能源产品客户不断拓展,出海墨西哥弹性有望释放
公司是铝压铸转向壳体领域龙头,近年来新能源相关产品、客户不断拓展,墨西哥子公司莱昂嵘泰成为北美市场重要抓手,产能快速扩张匹配需求,海内外新能源业务有望释放营收弹性。
转向壳体业务:燃油车&新能源车通用
公司传统优势业务转向壳体20H1国内市占率超20%,直接配套博世、采埃孚等零部件总成企业,终端配套大众、BBA等车企。由于转向壳体在燃油车&新能源车上具备通用性,市场需求相对稳定,公司在该细分领域具备较强竞争优势,我们预计份额仍有提升空间。
新能源业务:海内外重要客户陆续突破
公司近年来拓展新能源业务,三电系统壳体已获得比亚迪、长城定点,有望在22-23年陆续贡献增量,并在22年成为全球头部新能源车企电动皮卡关键铸件的供应商。海内外新能源业务有望成为公司未来重要的业绩增长点。
莱昂嵘泰:北美市场桥头堡
北美市场新能源渗透率低,政策+新车型驱动下,销量有望高增,叠加《美墨加协定》更严格的原产地要求,墨西哥建厂成为零部件出海的理想选择。莱昂嵘泰16年成立,22年实现2.8亿营收,462万利润,具备先发优势与经营管理经验,成为北美市场重要抓手,重要性日益增强。
一体压铸:前瞻布局储备
公司围绕一体压铸产业趋势积极布局,已采购多台大型压铸机进行研发试制,未来有望与主机厂、储能客户达成定点。
盈利预测:预计公司整体23、24、25年营收分别为20.7、29.0、38.7亿元,归母净利润为2.0、2.9、3.9亿元,对应23、24、25年PE为33、23、16X。考虑公司转向压铸零部件地位领先,新能源业务稳步上量,墨西哥先发优势明显,有望深挖北美市场,公司未来业绩增长可期,首次覆盖予以“买入”评级。
风险提示:汽车销量不及预期;原材料价格波动;贸易政策变化;公司流通市值小,股价波动风险;文中测算具有一定主观性,仅供参考。