Breaking
CNQuan Qing's true reaction to being said to be like Karen Mok and "suing five people" is revealed. It's so romantic to hold hands with Yun An at the Little Arena.CNSpace Expo opens Lai Qingde: The total funding for the third phase of the National Long-range Development Plan has been increased to 71 billionINChallenge of forming government in Israel, what did Arab media say on Aizenkot?CNThe market values ​​of Bill Gates and Bezos soared after their affairs! Will Jen-Hsun Huang's "Spy Love" be the same?CNFocus Stocks》Zhi Shenke: Laying out key semiconductor components and lighting up the daily limitKR[Video] Gun attack in the middle of downtown Poland... Police officer fights against gunman even after being shotKR[Video] Jensen Huang admits to having an affair with a woman suspected of being a Chinese spy… “There is no excuse”CN2026年湖北省城市足球联赛落幕 宜昌队夺冠DEPope Leo in South America: Criticism of Milei's austerity policy in ArgentinaCNWenmao strongly lights up the daily limit! Shareholders shouted: hold tight and deal with itCNQuan Qing's true reaction to being said to be like Karen Mok and "suing five people" is revealed. It's so romantic to hold hands with Yun An at the Little Arena.CNSpace Expo opens Lai Qingde: The total funding for the third phase of the National Long-range Development Plan has been increased to 71 billionINChallenge of forming government in Israel, what did Arab media say on Aizenkot?CNThe market values ​​of Bill Gates and Bezos soared after their affairs! Will Jen-Hsun Huang's "Spy Love" be the same?CNFocus Stocks》Zhi Shenke: Laying out key semiconductor components and lighting up the daily limitKR[Video] Gun attack in the middle of downtown Poland... Police officer fights against gunman even after being shotKR[Video] Jensen Huang admits to having an affair with a woman suspected of being a Chinese spy… “There is no excuse”CN2026年湖北省城市足球联赛落幕 宜昌队夺冠DEPope Leo in South America: Criticism of Milei's austerity policy in ArgentinaCNWenmao strongly lights up the daily limit! Shareholders shouted: hold tight and deal with it
BackCAPA認證產品助攻 巨鎧精密進軍北美汽車售後維修與替換件市場
CAPA認證產品助攻 巨鎧精密進軍北美汽車售後維修與替換件市場
NEWS
自由时报33 minutes agoBusiness2 min readChinaView translation

CAPA認證產品助攻 巨鎧精密進軍北美汽車售後維修與替換件市場

面對全球汽車產業及北美售後市場環境快速變化,巨鎧精密宣布將於第4季開始出貨予美國大型客戶,並樂觀預期2027年整體營收相較於2025年可望成長約50%至60%。

Quick Look

巨鎧精密宣布取得多件正式CAPA產品認證後,將於第4季起向美國大型客戶出貨,正式切入北美碰撞維修及替換件市場,預期2027年整體營收相較2025年可望成長50%至60%。

AI-generated summary

Why It Matters

巨鎧於去年10月正式提出CAPA認證申請,並於同年11月取得認證證明。

Font size

面對全球汽車產業及北美售後市場環境快速變化,巨鎧(2254)精密表示,在陸續取得多件正式的CAPA產品認證後,將於第4季開始出貨予美國大型客戶,樂觀預期2027年整體營收相較於2025年可望成長約50%至60%。

巨鎧於去年10月正式提出CAPA認證申請,並於同年11月取得認證證明,展現公司在產品開發、製造流程、品質管理及相關驗證能力上的完整基礎,也反映公司既有生產與品質體系已具備對接北美售後市場要求的能力。不僅代表產品符合 CAPA 對品質與產品一致性的相關要求,也為公司後續拓展北美售後維修與替換件市場奠定基礎。

在陸續取得多件正式的CAPA產品認證後,預計於第4季開始出貨予美國大型客戶,顯示此次市場布局已從認證與產品開發階段,正式進入實際供貨與營運落地階段。透過與北美大型客戶建立合作,公司將進一步累積 CAPA 認證產品於售後維修與替換件市場的實際應用經驗,並持續擴大產品與客戶布局。

CAPA 認證產品的導入,是公司產品布局多元化的重要一步。相較於過去以北美改裝車燈市場為主要發展方向,CAPA 認證讓公司得以進一步切入碰撞維修及替換件市場,拓展更廣泛的汽車售後市場需求。公司期望藉由符合北美售後市場對品質、適配性及產品性能的要求,逐步擴大市場覆蓋範圍,降低單一市場需求波動對營運的影響。

隨著 CAPA 認證產品陸續進入量產及出貨階段,公司預期自今年第4季起,相關產品出貨及客戶訂單將逐步反映於營運成果;此外,目前仍有多項 CAPA 認證產品持續開發中,預計於明年陸續完成開發並上市,進一步擴大產品布局與市場覆蓋。

基於現有訂單、即將落地的新產品及未來市場拓展,公司對後續業務發展抱持展望,樂觀預期2027年整體營收相較於2025年可望成長約50%至60%。

未來,公司將持續依據北美市場需求擴充 CAPA 認證產品組合,結合既有的研發、模具、製造與品質管理能力,深化汽車售後市場布局,並持續拓展北美市場的客戶與產品版圖,為公司中長期營運建立新的成長動能。

What to Watch

AI outlook — possibilities, not facts

  • 巨鎧將於第4季開始出貨予美國大型客戶

    Very likely · Within months

Open Questions

  • 美國大型客戶的採購規模為何?
  • 未來還有哪些新產品將取得認證?

Related Topics

This article was originally published by 自由时报.

Related Stories

Focus Stocks》Zhi Shenke: Laying out key semiconductor components and lighting up the daily limit
BREAKING·

Focus Stocks》Zhi Shenke: Laying out key semiconductor components and lighting up the daily limit

The new product lines of Zhishenke (4551) have successively passed the verification of major international manufacturers. In the first nine months, the consolidated revenue reached 6.971 billion yuan, an annual increase of 20.71%, and technology-related business revenue accounted for approximately 45%. The stock price dropped to 119 yuan from a high of 193.5 yuan on October 7. Today, it reached the limit of 135.5 yuan with the strong rise of the market. The trading volume was 370 contracts, and more than 2,000 contracts were ordered to buy at the price limit.

自由时报
2 min read
Watch the CIIE for money, rice, oil and salt|Over 480 new products debuted at the CIIE, not just sales
Developing·

Watch the CIIE for money, rice, oil and salt|Over 480 new products debuted at the CIIE, not just sales

At the 9th China International Import Expo, more than 480 products with "world premiere, Asia first show, and China first show" were unveiled, and the scale of the launch hit a new high. Companies such as Kenya, Sonova, L'Oreal, Olimega, and Siemens Energy used the CIIE platform to touch the pulse of local consumption, calibrate innovation directions, and embed themselves in the industrial chain, demonstrating the trust and long-term investment willingness of multinational companies in the Chinese market.

中国新闻网
4 min read
Focus Stocks》World Advanced: Q4 operations are expected to be strong and the daily limit will be attacked
BREAKING·

Focus Stocks》World Advanced: Q4 operations are expected to be strong and the daily limit will be attacked

The world's leading manufacturer has released an optimistic outlook. The new 12-inch factory in Singapore is expected to be mass-produced in the first quarter of next year and the full load schedule may be advanced. The stock price has rebounded to hit the upper limit of 132 yuan. Chairman Fang Lue said that the growth trend of AI computing power has not changed. It is estimated that the average selling price of wafers in the fourth quarter will increase by 3% to 5% quarter-on-quarter, and he is optimistic that there is still room for increase in 2027.

自由时报
2 min read
Wenmao strongly lights up the daily limit! Shareholders shouted: hold tight and deal with it
BREAKING·

Wenmao strongly lights up the daily limit! Shareholders shouted: hold tight and deal with it

The stock price of the major gallium arsenide manufacturer Wenmao (3105) was strong on the 9th. After opening at 412 yuan, it hit the upper limit of 446.5 yuan during the session. The trading volume reached 13,000 contracts, and more than 2,000 contracts were ordered to buy at the daily limit. The market was actively chasing prices, but the subsequent trend after the short-term surge still needs to be observed in trading volume, legal person chips and industry fundamentals. Investors should pay attention to the risks of chasing higher prices.

自由时报
2 min read
National purchase of autumn grain exceeds 100 million tons
Developing·

National purchase of autumn grain exceeds 100 million tons

my country's autumn grain purchases have exceeded 100 million tons, and the progress is basically the same as last year. More than 41 million tons of mid-late and late rice have been harvested, corn and soybeans are on the market, and quantities are gradually increasing in the Northeast region. Boli County, Heilongjiang Province has opened 18 drying warehouses and implemented integrated inspections of "air, sky, ground and warehouse personnel". Six provinces have launched plans to implement the minimum purchase price for mid- to late-season rice, and the purchase is expected to last until the end of April next year.

中国新闻网
2 min read
(The 9th China International Import Expo) Traditional elegance and cutting-edge technology converge, Zhejiang cultural exchange activities appear on the stage of the China International Import Expo
Business·

(The 9th China International Import Expo) Traditional elegance and cutting-edge technology converge, Zhejiang cultural exchange activities appear on the stage of the China International Import Expo

During the 9th China International Import Expo, Zhejiang cultural exchange activities were held in Shanghai, with the theme of "Smart Zhejiang". Through the four major sections of "Splendid Jiangnan", "Eternal Craftsmanship", "Delicious Zhejiang" and "Quyun Huazhang", eight historical classic industries such as silk, celadon and wood carving were presented. "Technology+" elements such as brain-computer interface, AI massage robot and XR super-sensory immersion exhibition were also introduced to promote the deep integration of cultural exchanges and economic and trade cooperation.

中国新闻网
2 min read
More on this topic巨鎧精密