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PR Newswire TechnologyCodex · 实盘不做把握 6/10
北京时间·🕒 发布 08-03 20:00:00时区推断·⟳ 抓取 08-03 20:00:29·⚡ 决策 08-04 09:44:42 +13h44m·84.4 天前

BorgWarner获得欧洲OEM高压逆变器项目重大延期订单

订单覆盖插混与800V纯电高压逆变器,计划2029年SOP,方向上验证BorgWarner功率电子客户关系。

📄 原文PR Newswire Technology↗ 原文
BorgWarner Secures Major Extension of Multiple High-Volume Inverter Programs with Major European OEM
- Extensions span both plug-in hybrid and 800V battery-electric vehicle programs - 800V traction inverter features late…
不做 BorgWarner(BWA.US)
订单未披露金额且2029年才量产,对129.9亿美元市值短线量级不足,不做。
不做 斯达半导(603290.SH)
未坐实供应BorgWarner本次逆变器项目,不能仅按SiC概念交易。
不做 时代电气(688187.SH)
未坐实与本次BorgWarner订单的直接供货关系,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-03 · 扩散 low · price-in 风险 medium ↗

关键理由

  • 订单覆盖插混与800V纯电高压逆变器,计划2029年SOP,方向上验证BorgWarner功率电子客户关系。
  • 公告未披露金额、车型、客户或年化收入,且BWA市值约129.9亿美元,短线难证明市值级增量。
  • A股SiC/功率模块候选未查到与本次BorgWarner Viper SiC项目的直接供应关系,不能把行业概念映射成交易。

主要风险

  • 2029年才开始量产,收入确认时间远,且汽车项目存在车型销量和客户排产不确定性。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 weakens
    未命中A股公司与BorgWarner本次Viper SiC项目的直接供应证据。
    检索:BorgWarner Viper SiC inverter suppliers China A-share power module silicon carbide BorgWarner supplier
  • 做多前查反向 · 来源 stock_quote · 日期 2026-08-03 · 影响 weakens
    BWA事件日收跌0.67%,说明订单未形成市场确认。
    检索:BWA.US stock_quote full
工具调用 · 历史记录,结果未知(5 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知
  • supply_chain_lookup · 结果未知
  • normalize_ticker · 结果未知

原文全文

展开原文 · 6,401 字
- Extensions span both plug-in hybrid and 800V battery-electric vehicle programs
- 800V traction inverter features latest-generation dual-sided-cooled power module and Silicon Carbide (SiC) based power switches
- Awards build on trusted inverter partnership
AUBURN HILLS, Mich., Aug. 3, 2026 /PRNewswire/ -- BorgWarner, a global product leader in delivering innovative and sustainable mobility solutions, has secured a major extension of multiple high-volume high-voltage inverter programs with a major European OEM. The awards cover updated inverter designs for both plug-in hybrid and 800V battery-electric vehicle applications, building on a trusted partnership in power electronics. Start of production is planned for 2029.
"Extending several high-volume programs at the same time confirms BorgWarner's leading position in power electronics and the strength of our technology, in-house expertise and customer focus," said Isabelle McKenzie, President and General Manager of BorgWarner PowerDrive Systems. "Evolving our inverters generation by generation together with our customers, for both hybrid and fully electric applications, is how we build trusted, long-term partnerships with the world's leading OEMs."
For plug-in hybrid applications, BorgWarner will supply an updated high-voltage inverter design featuring the company's proprietary Application-Specific Integrated Circuit (ASIC) technology – already proven in its 800V inverter portfolio – which is fully compatible with the customer's new vehicle operating system. The design delivers advanced power electronics control and supports efficient system implementation. For 800V battery-electric applications, BorgWarner's traction inverter features a new generation of its proprietary Viper SiC power switches and a dual-sided-cooled power module, combining high efficiency with cost competitiveness.
Both inverter families are engineered to strengthen the customer's competitiveness across its plug-in hybrid and battery-electric portfolio, enabling reduced-emission and emission-free driving with high system efficiency.
About BorgWarner
For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market. With a focus on sustainability, we're helping to build a cleaner, healthier, safer future for all.
Forward-Looking Statements: This press release contains forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," "plans," "potential," "predicts," "project," "pursue," "seek," "should," "target," "when," "will," "would," and variations of such words and similar expressions are intended to identify such forward-looking statements. Further, all statements, other than statements of historical fact contained or incorporated by reference in this press release that we expect or anticipate will or may occur in the future regarding our business strategy, competitive strengths, goals, expansion and growth of our business and operations, plans, references to future success and other such matters, are forward-looking statements. All forward-looking statements are based on assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate under the circumstances. Forward-looking statements are not guarantees of performance, and the Company's actual results may differ materially from those expressed, projected or implied in or by the forward-looking statements.
You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Forward-looking statements are subject to risks and uncertainties, many of which are difficult to predict and generally beyond our control, that could cause actual results to differ materially from those expressed, projected or implied in or by the forward-looking statements. These risks and uncertainties, among others, include: the possibility that our high-voltage inverter programs will not achieve their intended benefits; the supply disruptions impacting us or our customers, commodity availability and pricing; conditions in the automotive industry; competitive challenges from existing and new competitors, including original equipment manufacturer ("OEM") customers; the challenges associated with rapidly changing technologies, including artificial intelligence, and our ability to innovate in response; potential future changes in laws and regulations, including, by way of example, taxes and tariffs, in the countries in which we operate; potential disruptions in the global economy caused by wars or other geopolitical conflicts; our dependence on automotive and truck production, which is highly cyclical and subject to disruptions; our reliance on major OEM customers; impacts of any future strikes involving any of our OEM customers and any actions such OEM customers take in response; fluctuations in interest rates and foreign currency exchange rates; our dependence on information systems; the uncertainty of the global economic environment; the uncertainty surrounding global trade policies, including tariffs and export restrictions, and their impacts on the Company, its customers and its suppliers; the outcome of existing or any future legal proceedings, including litigation with respect to various claims, or governmental investigations, including related litigation; impacts from any potential future acquisition or disposition transactions; and the other risks discussed in reports that we file with the Securities and Exchange Commission, including in Item 1A, "Risk Factors" in our most recently-filed Annual Report on Form 10-K and/or Quarterly Report on Form 10-Q. We do not undertake any obligation to update or announce publicly any updates to or revisions to any of the forward-looking statements in this release to reflect any change in our expectations or any change in events, conditions, circumstances, or assumptions underlying the statements.
SOURCE BorgWarner

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