内容摘要:1、拓普集团历史业绩增长的主线是:绑定大客户+扩产。2016年进入特斯拉的供应商队伍,2019年特斯拉上海超级工厂开工,2020年开始,特斯拉为公司贡献营收从4%一路提升至40%。之所以能够绑定这个大客户,和研发投入密切相关。2、绑定大客户也有弊端,容易形成大客户依赖,最典型的例子就是果链的相关代工厂商。与手机产业链完全不同,汽车产业的工厂布局投资较大、建设周期长,设备工艺复杂,一般情况...
Source Link内容摘要:1、拓普集团历史业绩增长的主线是:绑定大客户+扩产。2016年进入特斯拉的供应商队伍,2019年特斯拉上海超级工厂开工,2020年开始,特斯拉为公司贡献营收从4%一路提升至40%。之所以能够绑定这个大客户,和研发投入密切相关。2、绑定大客户也有弊端,容易形成大客户依赖,最典型的例子就是果链的相关代工厂商。与手机产业链完全不同,汽车产业的工厂布局投资较大、建设周期长,设备工艺复杂,一般情况...
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