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立訊精密(002475.SZ):未來的三、五年,在汽車業務上將有不低於30%的增長,甚至達到50%的複合增長目標
格隆匯 05-24 16:44

格隆匯5月24日丨立訊精密(002475.SZ)近期召開2022年度股東大會,互動交流中,就“今年汽車市場面臨增速放緩,是否會給供應鏈帶來新的挑戰?如何去應對這些挑戰?”,公司回覆稱,我們在智能電動車業務這一主要成長點方面屬於新進參與者,而從我們進入Tier1、Tier2領域的這十幾年來看是經驗豐富的廠商,因此公司在汽車領域處於“不老不新”的狀態。因為成為A點供應商需要3-4年,而成為B點供應商大概在一年半左右,所以整體上大家感覺增速沒有去年那麼快,但作為一家新進入智能電動車賽道的供應商而言,我們已經取得較為滿意的成績。公司在A點、B點產品有一定的業務量,且與客户配合默契,所以未來的三、五年,公司在汽車業務上將有不低於30%的增長,甚至達到50%的複合增長目標。

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