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萊寶高科(002106.SZ):整體預期今年下半年筆記本電腦用觸摸屏需求有望恢復性增長
格隆匯 05-30 07:34

格隆匯5月30日丨萊寶高科(002106.SZ)接受機構調研、現場參觀,交流環節中,就“公司主導產品筆記本電腦用觸摸屏產品近期市場需求情況如何?今年整體預計產品需求是否有望逐步止跌回升?”

公司回覆稱,2023年2月以來,近期受教育類筆記本電腦需求有所回升、商用PC需求有望逐步企穩、市場渠道庫存逐步消化等影響,從公司目前主導產品筆記本電腦用觸摸屏的訂單需求情況來看,公司今年第二季度訂單需求數量環比第一季度進一步回升,但同比去年同期仍有一定幅度下降;公司積極努力抓好主營業務發展,在滿足客户需求的基礎上,努力為股東創造更多經營業績。關於公司今年第二季度及後續期間的經營業績數據,請以後續正式公吿信息為準。

結合專業市場調研機構的預測報吿、行業瞭解、客户溝通情況來看,整體預期今年下半年筆記本電腦用觸摸屏需求有望恢復性增長,2023年整體需求有望止跌持平甚至恢復小幅增長,但能否實現存在一定的不確定性。此外,如《公司2022年年度報吿》重大風險提示所述,公司主導產品筆記本電腦用觸摸屏和車載觸摸屏均面臨on cell、in cell等嵌入式結構觸控顯示屏日益加大的替代競爭威脅。為此,公司積極應對不利的行業競爭環境,以市場為導向,與各主要客户保持密切溝通,同時積極開發和推廣金屬網格不可見結構、新型結構、超硬AR鍍膜等新產品、新工藝,努力抓住市場有利時機,持續鞏固和強化公司在全球筆記本電腦用觸摸屏的優勢地位;同時積極培育彩色電子紙顯示、玻璃基/PI基Mini LED等潛在的新的業務增長點,致力於實現長遠可持續發展。

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