Tamron Co., Ltd. (603158.SH) announced that since October 9, 2023, the company's stock has accumulated a cumulative increase of 8...
According to the Zhitong Finance App, Tamron Co., Ltd. (603158.SH) announced that since October 9, 2023, the company's stock has accumulated a cumulative increase of 84.19%, with significant short-term gains. There have been no major changes in the company's fundamentals, and there is no material information that should be disclosed that has not been disclosed.
According to the announcement, the company specializes in two major sectors: automotive thermal management system components and automotive engine energy-saving and environmentally friendly parts. The products are used in traditional fuel vehicles and new energy vehicle air conditioning thermal management systems and power systems. It mainly provides support for global automakers. The automobile industry is greatly affected by the macroeconomy. When the macroeconomy is in an upward phase, the automobile industry develops rapidly, and automobile consumption capacity and willingness to spend increase; conversely, when the macroeconomy is in a declining stage, the development of the automobile industry slows down, and automobile consumption capacity and willingness to spend weaken. If the global economy and domestic macroeconomic situation fluctuate greatly in the future, it will adversely affect the company's production, operation, and profitability. Currently, the penetration rate of the NEV market is high. If sales of NEVs fall short of expectations due to reasons such as the cancellation of the purchase tax exemption policy, etc., it will have a negative impact on demand, and the company, as an auto parts manufacturer, will also be affected by this.