天銀機電(300342.SZ):預計雷達與航天電子業務訂單呈現的增長趨勢更為顯著
格隆匯2月21日丨天銀機電(300342.SZ)於2023年2月17日10:00-11:00接受機構調研時,就“預計2023年的公司經營情況?”表示,冰箱壓縮機零配件業務,一直以來都為公司提供着穩定的客户、訂單,儘管過去三年疫情以及地產衝擊下家電板塊波動較大,市場需求減弱影響公司業績,但是隨着原材料成本改善、公司研發投入增加、產品技術創新,從當前時點來看,房地產加疫情兩大壓制因素已經緩解,疫後需求也將進入復甦通道,公司冰箱壓縮機零配件業務未來仍具備穩健、持續發展的能力;雷達與航天電子業務,隨着疫情政策的放開,把已有訂單加快交付並將爭取更多的訂單,預計該板塊業務訂單呈現的增長趨勢更為顯著。
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