Recently, the layout of Lens Technology Co.Ltd(300433) new energy vehicles has ushered in significant progress. The company's intelligent new energy vehicle components and electronic information comprehensive R & D and production base project has signed a contract and landed in Shanghai Lingang Holdings Co.Ltd(600848) new area, becoming the first major project in Lingang with automotive electronics as the main development direction.
As one of the important new energy vehicle industry clusters, Shanghai Lingang Holdings Co.Ltd(600848) has gathered 100 leading new energy vehicle enterprises such as Tesla, SAIC, Contemporary Amperex Technology Co.Limited(300750) , Yanfeng, Liszt and Junsheng. According to sources, apple is expected to accelerate the launch of Apple car, which will be released as soon as September next year, Lens Technology Co.Ltd(300433) is expected to become the core supplier of appearance function structural parts of Tesla + Apple cars.
The landing of Lens Technology Co.Ltd(300433) Shanghai Lingang Holdings Co.Ltd(600848) R & D and production base is also the general trend of industry development. Lens Technology Co.Ltd(300433) cooperates with Shanghai Lingang Holdings Co.Ltd(600848) . From the industry level, the development of intelligent vehicles is expected to accelerate, and the penetration rate of intelligent cockpit will increase faster in the future. According to icvtank, China's smart cockpit market will reach 103 billion yuan in 2025. From 2021, the compound annual rate will reach 12.7%.
In the new energy vehicle supply chain, Lens Technology Co.Ltd(300433) itself also has outstanding advantages. According to people familiar with the industry chain, Lens Technology Co.Ltd(300433) currently focuses on the research, development and mass production of automotive intelligent cockpit and surrounding structural parts, including on-board central control screen (structural and functional parts and assembly), instrument panel components, B-pillar, other intelligent cockpit display components, on-board decorative parts, body structural parts, rear-view mirror, navigator, etc. In addition Lens Technology Co.Ltd(300433) has also expanded the field of automotive appearance glass such as window, ceiling and wind damper.
Lens Technology Co.Ltd(300433) through cooperation with many downstream brand customers, it has more obvious innovation advantages than its peers. According to public data, Lens Technology Co.Ltd(300433) has established long-term and stable strategic cooperative relations with more than 20 automobile customers, including Tesla, Bentley, Porsche, Mercedes Benz, BMW, Audi, Hyundai and other high-end intelligent automobile manufacturers and traditional automobile luxury brands, and has continued to obtain automobile customers of Weilai, ideal, SAIC, Byd Company Limited(002594) and other brands at home and abroad.
It is worth noting that the cooperation between Lens Technology Co.Ltd(300433) and customers covers the whole chain from technology research and development to product supply. The company has sufficient reserves in terms of lightweight, electronization, functionalization and environmental protection of new energy vehicles, and continues to cooperate with customers in R & D and innovation.
The development of intelligent vehicle is closely related to vehicle lightweight. As the intelligent cockpit needs to be equipped with more electronic products, automobile lightweight becomes very urgent, and Lens Technology Co.Ltd(300433) technology and products also have a lot to see in helping customers realize automobile lightweight. Taking the on-board glass as an example, Lansi provides glass products such as window, ceiling and front gear in new energy vehicles, which can reduce the thickness and transparency, and give more functionality while reducing the weight.
Lens Technology Co.Ltd(300433) said that with the continuous improvement of the market penetration of new energy vehicles, the variety of the company's automotive products continues to be enriched and improved, and the number of customers continues to increase. It is expected that the company's new energy vehicle business scale will be further expanded in 2022 and 2023.
The landing of Shanghai Lingang Holdings Co.Ltd(600848) R & D and production base can make the R & D cooperation between Lens Technology Co.Ltd(300433) and downstream key customers closer. In addition, this cooperation will further deepen business contacts with leading downstream automotive customers and enhance their leading position in the new energy vehicle supply chain. Lens Technology Co.Ltd(300433) since the layout and expansion of smart car business in 2015, after years of expansion and precipitation, its industry influence is increasing day by day.
(China Economic Weekly)
