Guangdong Hongtu: Has entered the supporting system of Xiaopeng Motors and will develop integrated parts simultaneously

Recently, Guangdong Hongtu stated in an institutional survey that the company has carried out the overall plan for the large-scale die-casting island of the “integrated forming of structural parts” project this year. The purchase of related equipment has been completed in the early stage, and a 6800T die-casting equipment has been purchased, which is currently in progress. device installation. It is planned to conduct product trial production and sample delivery early next year. The company has entered the supporting system of Xiaopeng Motors, and both parties will carry out simultaneous development of integrated parts. In addition, the company is also conducting research and development in heat treatment-free materials, and it is currently progressing smoothly; in terms of manufacturing processes, each link has corresponding technical reserves.

In addition, in Guangdong Hongtu’s die-casting business, new energy vehicle products account for about 8% of sales. This year’s newly developed new energy vehicle product orders have increased significantly, and the proportion of new energy vehicle business is expected to further increase next year. . The current mass-produced new energy vehicle products of the die-casting business mainly include motor housings, battery housings, and body structure parts, and they are also being deployed in the direction of integrated structural parts.

Guangdong Hongtu said that in terms of existing business, the main growth point of the auto parts business (die-casting and interior and exterior trim) is mainly the business of new energy vehicles. Judging from the newly acquired orders in the first three quarters, the newly developed new energy vehicle products The order scale has accounted for more than half of all new product life cycle sales (finally subject to actual mass production orders). It is expected that the company’s new energy vehicle sales will further increase next year, striving to catch up with the new energy vehicles in the automotive market. Proportion of production and sales. It is expected that the existing business can maintain stable development. In addition to endogenous development, the company will also actively seek out some suitable extensional development opportunities and projects in line with the needs of strategic development.

Up to now, Guangdong Hongtu’s largest shareholder (actual controller) is Guangdong Yueke Financial Group, which holds the company’s shares through its four shareholders, accounting for 29.79% of the company’s total share capital; the second largest shareholder is Gao It requires state-owned assets to hold the company’s shares through two shareholders, holding a total of 21.1% of the company’s shares. The top two shareholders are all state-owned, and the total holding of the company’s shares has exceeded 50%. The company’s equity distribution is relatively concentrated, not diversified.