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滬電股份(002463.SZ):2022年公司PCB業務實現營收約79.31億元 同比增長約12.36%
格隆匯 02-14 15:11

格隆匯2月14日丨滬電股份(002463.SZ)於2023年2月13日接受機構調研時表示,2022年Q4隨着供應鏈短缺和資源限制等因素的改善,企業通訊市場板市場客户提貨相對加速,2022年Q4公司實現營業收入約25.72億,環比增長約26.85%,同比增長約28.17%。從全年看,受益於交換機、路由器、數據存儲、高速運算服務器、人工智能等新興計算場景對高多層印製電路板(下稱“PCB”)的結構性需求以及汽車行業在電氣化、智能化和網聯化等多種顛覆性趨勢變化的驅動下,對ADAS(高級駕駛輔助系統)、智能座艙、動力系統電氣化、汽車電子功能架構等領域中高端PCB的持續需求,依託平衡的產品佈局以及深耕多年的中高階產品與量產技術,公司PCB業務實現營業收入約79.31億元,比去年同期增長約12.36%;同時隨着公司PCB業務產品結構的進一步優化,公司PCB業務毛利率提升至約31.72%,較上年同期增加約3.22個百分點。

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