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強瑞技術(301128.SZ):今年預計汽車相關訂單較去年有所上升
格隆匯 05-09 15:55

格隆匯5月9日丨強瑞技術(301128.SZ)2023年5月8日在接受特定對象調研時表示,就手機終端廠家而言,儘管其消費者業務(主要是手機)大幅下降,但公司與手機終端廠家的合作在逐漸加深,其投入也不降反升。一方面,公司獲取的攝像頭模組涉及的精密設備及治具訂單有所增長。另一方面,公司在手機以外的其他業務,如數字能源領域的高壓測試設備、逆變器散熱測試設備、服務器液冷測試設備及其他半導體相關產品領域,均獲得不錯的訂單,彌補了3C訂單下滑帶來的缺口。另外在客户端所涉及到的汽車領域,公司的域控制模組訂單也有所增長。

若終端客户在手機端有重大突破對公司而言是正面消息,因3C業務是我們的老強項,預計手機業務能實現增長,其他合作領域訂單也能夠維持。公司與新能源汽車頭部廠家的合作也在逐步擴大。公司前期與其的合作主要是在手機代工方面,2022年下半年,開始從3C業務轉到汽車相關。

公司為新能源汽車頭部廠家主要供應包括氣密性相關產品、域控模塊電性能測試產品、液冷測試解決方案及相關配套的自動上下料線體等。今年預計汽車相關訂單較去年有所上升。

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