電連技術(300679.SZ):在泛5G的射頻連接領域,尤其是毫米波頻段上有較好的佈局
格隆匯2月16日丨電連技術(300679.SZ)於2023年2月15日接受機構調研時表示,工業連接器由於技術迭代較慢,市場主要被海外連接器大廠主導,市場競爭格局較消費電子及汽車更為固化,國內工業連接器產品份額較低,競爭優勢較弱。隨着未來工業互聯化、AI技術的發展和高端機器人大量應用,智能化趨勢越來越高,高頻高速連接場景逐漸增加。公司在泛5G的射頻連接領域,尤其是毫米波頻段上有較好的佈局,工業控制領域在未來泛5G時代,高頻高速的連接趨勢會加速,這也使得公司今後在該領域擁有較好的競爭優勢地位,有利於未來在國內工控高頻高速連接器的份額提升。
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