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文灿股份：海外工厂间接配套特斯拉全球化布局强化市场竞争力

2025-12-05 16:48:50 来源：北方有色网责任编辑：王欣悦

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2025年12月4日，文灿股份(603348.SH)在投资者互动平台明确表示，公司位于欧洲及墨西哥的生产基地已实现对特斯拉的间接供货，核心供应产品为刹车组件。这一合作通过全球知名一级零部件供应商完成对接，凸显了公司在汽车铝合金铸件领域的全球化服务能力。

据介绍，文灿股份欧洲与墨西哥工厂的核心定位是“就近配套”，服务对象涵盖欧美地区主流整车厂商及一级零部件供应商。其中，特斯拉作为全球新能源汽车产业的标杆企业，其供应链准入门槛较高，此次间接供货的达成，得益于公司在刹车系统铝合金铸件领域的技术积累——相关产品不仅实现轻量化(较传统铸铁件重量降低40%)，更在制动性能上满足严苛标准。

从供应链合作模式来看，文灿股份主要通过采埃孚、大陆集团等全球顶级一级零部件供应商实现与特斯拉的对接。这些合作伙伴均为特斯拉核心供应链成员，其中采埃孚更是全球刹车系统的主供应商，双方的深度绑定为文灿股份持续拓展新能源汽车客户奠定了基础。

此次披露的供货信息，也印证了文灿股份全球化生产布局的战略价值。截至目前，公司已在墨西哥、法国、匈牙利、塞尔维亚等国布局十余处海外生产基地，其中墨西哥工厂不仅符合USMCA(北美自由贸易协定)的原产地规则，更能快速响应特斯拉北美工厂的产能需求;欧洲基地则适配欧盟电池碳足迹认证，成为少数同时满足三大主流市场合规要求的供应商。

对于未来发展，文灿股份表示将持续提升海外工厂的配套能力与服务水平。据了解，公司正推进海外产能升级，计划在匈牙利工厂导入超大型一体化高压铸造产线，同时墨西哥新工厂的产能也在逐步爬坡，这些举措将进一步强化其在欧美市场的本地化服务能力，为把握新能源汽车产业增长机遇提供支撑。

作为国内汽车铝合金压铸行业的领军企业，文灿股份通过并购法国百炼集团完善了全球化布局，2023年海外业务收入占比已达55%。此次与特斯拉供应链的深度绑定，不仅有望提升公司海外营收规模，更将为其在一体化压铸等新兴领域的全球竞争积累优势。

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文灿股份：海外工厂间接配套特斯拉 全球化布局强化市场竞争力

文灿股份：海外工厂间接配套特斯拉全球化布局强化市场竞争力