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北京时间·🕒 发布 08-03 20:16:34时区推断·⟳ 抓取 08-03 20:17:08·⚡ 决策 08-04 10:02:25 +13h45m·84.4 天前
BorgWarner获欧洲车企高压逆变器项目延期订单
BorgWarner获得欧洲OEM多个高压逆变器项目延期,覆盖PHEV和800V纯电应用,但未披露客户和金额,量产起点在2029年。
📄 原文Investing.com↗ 原文
BorgWarner wins inverter contract extensions from European OEM
Oil falls over 4% as Trump calls off Iran strike, announces fresh talks AUBURN HILLS, Mich. - BorgWarner has secured ex…
不做 BorgWarner(BWA.US)
合同未披露金额和客户且2029年才生产,难以形成短线可量化edge;同一催化近端已处理为不做。
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 medium · price-in 风险 medium ↗
消息传播链
- 报道称BorgWarner获得欧洲主要车企多个高压逆变器项目延期订单,2029年开始生产。
- 2026-08-04 01:44 UTC其它search_processed_events非一手已处理消息库出现BorgWarner欧洲OEM高压逆变器项目延期订单,结论为不做。
关键理由
- BorgWarner获得欧洲OEM多个高压逆变器项目延期,覆盖PHEV和800V纯电应用,但未披露客户和金额,量产起点在2029年。
主要风险
- 订单金额、毛利和客户车型均未披露,且生产时间距离当前超过两年,短线收益弹性不足。
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 1,516 字
Oil falls over 4% as Trump calls off Iran strike, announces fresh talks
AUBURN HILLS, Mich. - BorgWarner has secured extensions for multiple high-voltage inverter programs with a major European automaker, the company said in a press release statement today.
The awards cover updated inverter designs for plug-in hybrid and 800V battery-electric vehicle applications. Production is scheduled to begin in 2029.
For plug-in hybrid applications, BorgWarner will supply an updated high-voltage inverter design featuring the company’s Application-Specific Integrated Circuit technology, which is compatible with the customer’s new vehicle operating system.
For 800V battery-electric applications, the traction inverter features a new generation of the company’s Viper Silicon Carbide power switches and a dual-sided-cooled power module.
"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.
The company did not disclose the financial terms of the contract extensions or identify the European automaker.
BorgWarner supplies power electronics components for electrified vehicles, including inverters that convert direct current from batteries to alternating current for electric motors.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
AUBURN HILLS, Mich. - BorgWarner has secured extensions for multiple high-voltage inverter programs with a major European automaker, the company said in a press release statement today.
The awards cover updated inverter designs for plug-in hybrid and 800V battery-electric vehicle applications. Production is scheduled to begin in 2029.
For plug-in hybrid applications, BorgWarner will supply an updated high-voltage inverter design featuring the company’s Application-Specific Integrated Circuit technology, which is compatible with the customer’s new vehicle operating system.
For 800V battery-electric applications, the traction inverter features a new generation of the company’s Viper Silicon Carbide power switches and a dual-sided-cooled power module.
"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.
The company did not disclose the financial terms of the contract extensions or identify the European automaker.
BorgWarner supplies power electronics components for electrified vehicles, including inverters that convert direct current from batteries to alternating current for electric motors.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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