万安科技获2.8亿副车架订单：2027年量产，5年锁定5.3亿销售额

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

万安科技获2.8亿副车架订单：2027年量产，5年锁定5.3亿销售额

2025-09-25 10:20:14 来源：北方有色网责任编辑：王欣悦

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万安科技控股子公司安徽万安近日获国内知名汽车集团S-C平台前副车架订单，项目周期5年、2027年量产，生命周期销售额约2.8亿元。从财务看，按行业25%-30%平均毛利率测算，累计毛利可达7000万-8400万元，年均新增利润1400万-1680万元，且与公司此前2.5亿元智能驾驶系统订单形成互补，合计锁定5.3亿元销售额，为2027年后业绩增长提供保障。

该订单落地依托公司产能与技术支撑：安徽宁国基地150万套钢制副车架项目已投产，合肥基地80万套铝合金副车架项目下半年投产，可覆盖订单需求;同时，公司曾为华为与江淮合作车型配套高端副车架，研发积累与技术实力成为竞争力基础。

从行业层面，此次合作标志公司客户结构优化，大概率切入头部车企供应链，实现从二线供应商到核心成员的进阶;且公司兼顾钢制与铝合金副车架技术，契合新能源汽车轻量化趋势，加之扎根合肥汽车产业集群的属地化优势，为深化合作创造条件。

不过订单存在三方面不确定性：一是2027年量产前，S-C平台车型市场表现或影响采购量;二是副车架领域竞争激烈，同行可能分流订单;三是钢材、铝合金占成本超60%，原材料价格波动或挤压利润。

市场对该订单反应积极，公告当日公司股价涨2.67%，近七日累计涨4.56%。长期来看，随着柳州、合肥等地产能释放，公司将形成“底盘硬件+电子控制+储能”多元业务结构，抗风险能力与增长潜力有望提升。

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万安科技获2.8亿副车架订单：2027年量产，5年锁定5.3亿销售额

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