廣和通(300638.SZ):鋭凌無線並表後,車載業務在2023年已成為公司第一大規模的業務
格隆匯5月24日丨廣和通(300638.SZ)於2023年5月24日10:00-10:30召開電話會議,問答環節中,就“2023年車載業務發展情況,以及在汽車終端降價的影響下,車載業務的毛利如何展望?”,公司回覆稱,公司車載業務分兩塊,目前鋭凌無線主攻海外市場,盈利能力不斷有改善,通過過去兩年多的各項整合,效果非常好。廣通遠馳重點在國內市場,其中車載智能模組業務發展更快,主要客户為國內新能源汽車品牌。鋭凌無線並表後,車載業務在2023年已成為公司第一大規模的業務。隨着車載收入規模的不斷增長,持續做好降本增效,會帶來盈利的邊際改善。展望全年,繼續拓展新的客户和定點新項目,不斷提高市場佔有率,同時做好成本控制,力求毛利水平穩中求升。
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