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理想产业链公司简介与估值

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所属报告：

汽车行业专题报告：理想产业链专题报告新品矩阵明确向上重视理想产业链布局-240225（19页）.pdf

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3.3 2024 年汽车板块两阶段波动，理想产业链受益可期预计 2024 年汽车板块全年呈现两阶段波动窗口，理想产业链有望实现收益：我们预计全年汽车板块同比增长率曲线呈现 V型走势，根据 2013-2022 年乘用车月度销量显示年初及年末为乘用车销量旺季，年中为销量淡季，1-12 月平均销量占全年比分别为 9.41%、5.62%、8.18%、7.28%、7.56%、7.86%、7.23%、7.62%、9.16%、9.39%、10.02%、10.68%。2024相较于 2023 年春节错位，1月同比销量高增，后续销量逐步回落，年末旺季来临清库冲量+出口销量持续景气，年末销量同比增速翘尾。2024 全年销量 YoY 呈现两头高中间低态势，我们4 重点公司与标的 4.1 理想产业链重点公司产业链重点公司有望受益于理想汽车销量上行。理想汽车产业链重点公司包括保隆科技、伯特利、继峰股份、威迈斯、新泉股份、沪光股份、文灿股份、博俊科技、中鼎股份、常熟汽饰等，为理想汽车配套空气悬挂、制动产品、座椅、车载电源、内外饰、汽车线束等产品，重点公司有望受益于理想汽车销量4.2 重点产业链公司简介 4.2.1 保隆科技公司持续布局智能化领域，空悬板块持续完善。公司以“让更多人受益于汽车科技的发展”为愿景，以各产品线成为全球细分市场前三名为目标，以智能化、轻量化为主要发展方向，从零部件向总成、系统供应商发展，同时，既要着重开拓中国境内市场，也要加强国际化运营的布局，并不断推进流程化、项目化、数字化的运营管理能力建设。根据公司官网信息，当前公司已投产空气弹簧、空悬控制器、储气罐、悬架高度传感器、空气弹簧总成、供气系统等。

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