The car display business attracted the attention, and the Shenzhen Malaysia A received a dense investigation of the organization

Economic Observation Network reporter Zou Yongqin Tianma Micro Electronics Co., Ltd. (referred to as Shen Tianma A, code 000050.SZ) issued an announcement on September 13 stating that three institutions including Founder Securities, CITIC Finance, Lexue Capital and other institutions in September September On the 2nd, the company conducted a survey.

Linking data DataYES! Statistics show that Shen Tianma A has received a total of 271 investigations in 234 institutions in the past year, and since the third quarter, 20 institutions (and individuals) have received 5 investigations. Among them, 8 institutions led by CICC and Tianhong Fund were received on July 19; on July 20th, the investigation of Everbright Securities was accepted; Six institutions and individual investors investigated; on July 29th, the survey by China Galaxy Securities and Tianhong Fund.

The reporter found that in these five investigations, the focus of the institution's attention was concentrated in the vehicle display business under Shen Tianma A. Judging from the response of Shenma A, it is very optimistic about the development prospects of the car business and is increasing investment in this area.

In the survey on September 2nd, Shen Tianma A pointed out that the evolution of the four trends such as "electrification, intelligence, connectivity, and sharing" of automobiles, such as high -definition, large -screen, multi -screenization, and Personalization, interaction upgrade, and integration have higher requirements, and the demand for the diversity of car display manufacturers' technology and product diversity is more significant.

"The long -term accumulation and firm investment in the car display market in the car display the market has effectively supported the company's vehicle business growth capacity." Shen Tianma A said that in the first half of 2022, the company's car display business revenue increased by more than 20%year -on -year, and the product structure continued to optimize the optimization of the product structure. "At present, the company's vehicle business is full of orders, and the number of order volume and amount of future ordering and continuous high levels of hand in hand is made. Based on this, the company will introduce the 8.6 generation line and new module production line for the vehicle display business. Advanced production capacity helps the company's vehicle business growth and specification upgrade. "

According to the previous semi -annual report, Deep Tianma A has been in the car in the car that the market has been cultivated for more than 20 years. Its products cover thousands of car production experience of mainstream brands around the world. Customer resources cover the Chinese, European, American, and Japanese systems. , Korean and other major vehicle manufacturers to achieve full coverage of international mainstream customers and Chinese independent brands (TOP10). At the same time, the company grasps the development trend of the car field and actively helps the display solutions of the main force production model of new energy brand customers.

In addition, Shen Tianma A emphasized that in the face of the future, the company is full of confidence and clearly positions the car display business as one of the company's "2+1+N" strategic core business. , Fast response ability, product innovation ability and quality delivery capabilities, better highlight the company's vehicle system capacity advantage in competition, embrace industry growth opportunities.

What is the "2+1+N" strategy? In this regard, the staff of Wu's surname of the company's Securities Department explained in an interview with a reporter from the Economic Observation Network that "2" refers to the two major businesses of its mobile smart terminals and vehicle display; As the key business of the company's rapid growth; "N" includes industrial products, horizontal segment markets, non -explicit business, etc., which exists as the company's value -added business, and develops industrial chain investment and ecological expansion.

"Of course, mobile smart terminals and car shows that our company's core business is located." The staff member said at the same time.

In the announcement, Shen Tianma A also made it clear that they have the full -size coverage capabilities of car products, and the proportion of medium and large -sized projects has increased rapidly. , Maserati and other international high -end brands and a number of domestic new energy brands.

So, which are the new energy vehicle companies in China for car products in Shenma A? For example, are there any supply to BYD?

In this regard, the above -mentioned staff told reporters that they did not directly supply car companies, but adopted the current general model in the industry, that is, to supply third parties, and the third parties contacted car companies.

"Which car companies have been supplied by the specific third parties, and how much each car company has provided it, we don't master related data. But there is a data that can tell you that our products have covered the current domestic independent brand TOP10 10 New energy vehicle companies. Due to the problem of sensitivity, the specific name cannot be disclosed. " The staff member told reporters.

However, in the relevant announcement, Shen Tianma A also stated that "the cooperation with new energy vehicle companies is also being promoted rapidly." Since the company does not contact the car company directly, it will be supplied through a third party. So do you cooperate with car companies now, does this indicate that the company may bypass third parties in the future and then supply directly to the vehicle company?

The staff responded to this that at present, Shenzhen Malaysia A is mainly through third parties to supply car companies. "Of course, in the future, some new models will be developed. For example . At present, there are indeed ways to exist, and we will continue to explore. "

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