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方正电机拟4.1亿元定增加码新能源汽车 此前募资项目未达预期收益

2017-09-05 07:27:27   中国经济网

而从本次方正电机加码的电驱动系统来看,方正电机表示,电驱动系统是整车的动力输出单元,被称为电动汽车的“心脏”。而目前,我国电驱动系统在以下方面存在不足:第一,我国驱动电机已基本达到国产化,但控制器在功率密度、体积密度、芯片集成设计、热设计等方面与国外差距较大;第二,电驱动系统在集成化、一体化、功率密度及转速方面仍然有待加强。电驱动系统的发展是我国新能源汽车产业发展重要的驱动力和突破口。

方正电机表示,目前公司相关产品在行业内具有一定知名度和竞争力。但现有的新能源驱动电机及控制系统尚不能在行业中完全建立技术领先优势,轻量化高功率密度电机及集成化的电驱动系统是未来发展的方向。

不过不得不提的是,方正电机存在前次募集资金项目实现效益不佳的情况。

《每日经济新闻》记者注意到,方正电机年产10万台纯电动汽车驱动系统项目,今年上半年实现的效益为67.59万元,累计实现收益288.53万元,低于承诺的累计收益20%以上。

方正电机表示,主要原因系募集资金到账时间晚于原募投计划,公司结合行业发展趋势调整了市场开拓策略,优化了生产工艺,导致项目完工时间延后。此外,在新能源汽车产业政策波动的背景下,下游客户对驱动系统的研发、认证周期加长,故项目尚未达到预计效益。

而年产6000台伺服控制特种缝制机械项目,今年上半年实现效益-54.64万元,其累计实现收益-64.10万元,低于承诺的累计收益20%以上。

上市公司表示,主要原因系近年缝制行业规模缩减,生产节奏持续放缓,下游需求持续降低,行业竞争加剧,产品价格下降。同时,公司根据行业情况调整了募集资金投向,缩减了该项目的投资规模,导致项目未达到预计效益。

此外,方正电机年产1万台新能源商用车驱动电机项目,其累计实现收益为0。方正电机表示,主要原因系该项目刚刚完成投入,处于产业化的初期,同时新能源汽车产业政策波动导致下游新能源商用车市场环境发生变化,新能源商用车增速放缓且客户认证周期加长,故项目尚未达到预计效益。

不过,厦门大学能源经济研究中心主任林伯强对《每日经济新闻》记者表示,尽管国家严打新能源汽车“骗补”行为,但实际上对于行业的补贴力度并没有减弱,包括在充电桩建设、上牌上路等方面的一系列政策对新能源汽车产业也都是有利的,严打“骗补”还能让企业更多去做技术突破。因此,其并不赞同方正电机将项目效益未达预期归结于产业政策波动一说。

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