How about Valeo: recent trends and market performance of the global auto parts giant
As the world's leading auto parts supplier, Valeo has continued to make efforts in the fields of intelligence and electrification in recent years. This article will start fromRecent hot topics, financial data, technical layout, market evaluationFour dimensions, structured analysis of Valeo’s current situation.
1. Inventory of hot topics on the Internet in the past 10 days (October 2023)
| Topic Category | Specific content | heat index |
|---|---|---|
| technological breakthrough | Released a new generation of 800V silicon carbide inverter | ★★★★☆ |
| strategic cooperation | Signed an intelligent driving cooperation agreement with Huawei | ★★★★★ |
| financial updates | 2023Q3 revenue increased by 12% year-on-year | ★★★☆☆ |
| Industry events | Participate in the Munich Auto Show to showcase full-stack technology | ★★★☆☆ |
2. Core financial data performance (latest in 2023)
| index | 2023Q3 | Year-on-year change |
|---|---|---|
| Revenue (100 million euros) | 52.3 | +12% |
| R&D investment proportion | 11.2% | +1.8pct |
| New orders (100 million euros) | 38 | Electrification accounts for 65% |
3. Key areas of technical layout
Valeo is currently focusing on three major directions:
1.Electrification:800V high-voltage system and battery thermal management technology have been applied to Porsche Taycan and other models;
2.Intelligent:Lidar production capacity has been increased to one million units per year, and the third-generation SCALA lidar is about to be mass-produced;
3.Autonomous driving:Cooperate with Huawei to develop L4 autonomous driving solution, expected to be launched in 2025.
4. Chinese market performance
| project | data | Industry ranking |
|---|---|---|
| Revenue share in China | twenty four% | Top 3 foreign suppliers |
| R&D center | Shanghai/Wuhan/Shenzhen | Cumulative patents exceed 2,000 |
| localization rate | 85% | Deep supply chain integration |
5. Industry evaluation and challenges
Advantages:It has rich technical reserves (top three in the industry in terms of number of patents), is determined to transform into electrification (more than 11% of R&D investment), and has customers covering mainstream car companies around the world.
challenge:The shortage of chips affects the delivery cycle, and the field of intelligent driving faces competition from giants such as Bosch/Continental.
Summarize:Valeo has demonstrated strong technical strength in the transformation of the new four automotive modernizations, and its performance in the Chinese market is particularly impressive. Despite facing common challenges in the industry, its forward-looking layout in the fields of electrification and intelligence has allowed it to maintain its leading position as a global first-tier supplier.
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