$安乃达(SH603350)$ 先上图,通过图让大家知道我们出口的电助自是啥玩意?
别不服,你们大多开过豪车,但没骑过两轮车里的豪车,我运动,我健康!
我热爱骑行,行者无疆!
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行业现状~~
两轮车的核心技术大多还是掌握在配套商手里,但也有例外,比如我们创造的专利比胡炜炜的摩拜早了三年,APp智能系统我们叫他IOT,现在资本叫他~~车路云
逻辑一样的,冗余设计多一些,存储和反应速度,精密程度高了
再说说配套商,信隆做车把,前叉什么的没意思,不想说
博力威,拓邦股份,兴旺达做电池pack的
如果说技术实力,拓邦股份要全面,博力威股价到过102元
东磁,亿纬锂能,蔚蓝锂芯做电芯的,我们都有直接和间接合作,还有力神,三星,lg
东磁被几个上市公司指定多一些,
八方股份,安乃达,卧龙电驱,美的,拓邦,信质,大疆等等,八方股份股价到过305.89元
八方除了主业电机以外,上市后增加的控制器,电池,仪表
安乃达除了主业电机以外,很多年前就做控制器,传感器,仪表
八方安乃达在产品市场上这两个不分伯仲,但安乃达资本市场股价目前给八方提鞋都不够资格
卧龙电驱深耕电机,美的买了天腾做中置电机,信质是各种电机的电芯含军工和汽车,最牛的是大疆,拓邦也做电机,控制器和电池
涛涛车业,爱玛,雅迪,新日,凤凰,九号,没有一个有系统核心技术的,但贸易额大,整车做贸易爱玛,雅迪,那是火箭挂水瓶,
涛涛86.8元
爱玛最高达到80元截止今天评论的股价!
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