崇達技術(002815.SZ):珠海崇達二期的兩座工廠目前正在建設中,截止目前兩座廠房已完成封頂,預計在2024年下半年試產
格隆匯5月19日丨崇達技術(002815.SZ)於2023年5月12日-17日接受機構調研,問答環節中,就“珠海二期項目產能如何規劃,是否有足夠訂單支撐產能?”,公司回覆稱,2022年度,珠海崇達繼續保持較好增長趨勢,實現收入5.5億元,同比增長45.03%;實現淨利潤1.02億元,同比增長45.33%。
2021年5月珠海崇達一期的第一條產線投產,2022年第四季度珠海崇達一期的第二條產線通產,主要生產光電、汽車、電腦類等PCB產品,兩條產線滿產的產能可以達到18萬㎡/月,目前產能正在爬坡中。
珠海崇達二期(含珠海二廠和三廠)為公司2022年非公開發行股票的募投項目,主要定位於高多層板、HDI板、軟硬結合板等高端板產品,重點應用於通信、服務器、智能手機、電腦等領域,珠海崇達二期的兩座工廠目前正在建設中,截止目前兩座廠房已完成封頂,預計在2024年下半年試產,未來珠海崇達二期的投產將為公司快速發展提供強有力的保障。
公司有較強的產品、成本和價格競爭力,公司發展方向在於大市場、大行業、大客户、大訂單,今年會加快新客户導入以及原有客户供應份額的提升,積極進行銷售團隊建設,為快速填滿新開工廠產能做好準備。
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