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中科藍訊(688332.SH):物聯網芯片屬於公司募投項目,截至目前暫時未能實現量產
格隆匯 04-26 14:24

格隆匯4月26日丨中科藍訊(688332.SH)於2023年4月25日16:00-17:00召開2022年度暨2023年第一季度業績説明會,“請問中科藍訊目前海外市場佔比情況,市佔率情況?當前在物聯網應用的產品銷售收入在中科藍訊整體業務的佔比,後期市場的規模是否支撐企業快速發展。公司今年有提價的空間嗎?”,公司回覆稱,公司業務以經銷為主,直銷為輔。目前公司芯片均在國內銷售,大部分經銷商在華南地區。芯片用於終端產品會銷售至國內市場和海外市場,由於白牌產品品類眾多,目前暫無權威數據統計海外市場出口情況,根據公司結合經銷商統計信息,海外市場約佔6-7成。物聯網芯片屬於公司募投項目,截至目前暫時未能實現量產,面對高速發展、需求激增的物聯網IoT市場,公司將通過“物聯網芯片產品研發及產業化項目”和“Wi-Fi藍牙一體化芯片研發及產業化項目”逐步實現新一代藍牙物聯網芯片、Wi-Fi芯片和Wi-Fi藍牙一體化芯片的規模化生產,大幅優化並提升公司相關芯片的性能和智能化程度,滿足不同物理節點的無線連接和智能控制,適應室外環境廣播、公共場所廣播、智能家居等多種不同應用場景,緊抓物聯網產業快速發展的良好機遇。隨着公司募集資金投資項目的持續順利推進,未來公司的產品線將進一步橫縱向拓展,下游應用場景和客户範圍也隨之擴大。目前公司在手訂單及出貨穩定,後續需結合行業政策、市場情況等判斷行情變化,調整售價。

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