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我国混动汽车保有量渗透率提升,预计将助力自动变速器摩擦片在售后市场上的需求增长
我国混动汽车保有量渗透率提升,预计将助力自动变速器摩擦片在售后市场上的需求增长
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所属报告:
林泰新材-北交所公司深度报告:湿式纸基摩擦片国产替代有望加速2025Q1归母净利润同比+288%-250424(19页).pdf
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我国乘用车自动变速器摩擦片市场规模测算
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市场规模
2025-06-23
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林泰新材是国内第三大自动变速器摩擦片供应商
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行业数据
2025-06-09
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2023年我国工程机械和农机领域自动变速器摩擦片需求金额约为12.98亿元
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行业数据
2025-06-09
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预计2035年自动变速器摩擦片乘用车市场需求量达74,450万片(万片)
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行业数据
2025-06-09
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2023年国内乘用车自动变速器摩擦片市场规模约为61.19亿元
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市场规模
2025-06-09
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预计2023-2035年中国自动变速器摩擦片在乘用车CAGR达1.65%(亿元)
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行业数据
2025-04-25
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预计2035年工程机械和农机自动变速器摩擦片的市场规模将增至57.26亿元
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市场规模
2025-04-25
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乘用车领域市场份额占比预测,需要使用自动变速器摩擦片的车型占比逐年提升
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2025-04-25
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自动变速器摩擦片的售后市场主要服务于传统燃油车(自动档)和混合动力汽车。根据中国汽车工业协会预测,从 2023 年到 2035 年,这两个领域的市场份额在售后市场中相对稳定,大致维持在 55%至 58%之间。随着中国汽车保有量的持续增长,售后市场的规模也将逐年扩大,展现出可观的市场潜力。由于摩擦片在自动变速器中长期承受高温高压的工作环境,维修时通常需要更换。鉴于中国庞大的汽车保有量,自动变速器摩擦片在售后市场上的需求市场空间广阔。
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林泰新材-北交所公司深度报告:湿式纸基摩擦片国产替代有望加速2025Q1归母净利润同比+288%-250424(19页).pdf
当前股价下,可比公司2025年PE均值为46.93X
我国混动汽车保有量渗透率提升,预计将助力自动变速器摩擦片在售后市场上的需求增长
乘用车领域市场份额占比预测,需要使用自动变速器摩擦片的车型占比逐年提升
公司拟投入募集资金1.16亿元(单位:万元)
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