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移遠通信(603236.SH):今年預計新業務可以貢獻10%以上的營收
格隆匯 06-01 10:45

格隆匯6月1日丨移遠通信(603236.SH)於2023年5月8日、5月11日接受機構調研,交流環節中,就“展望公司未來新業務的增量如何?新業務收入佔比的排序如何?”,公司回覆稱,(1)公司佈局的這些新業務領域市場容量都很大,有的千萬級,有的上億級。移遠現有7000多家客户,基於現有的客户資源去做轉換,今年預計新業務可以貢獻10%以上的營收。未來3-5年內,新業務營收佔比會逐步擴大。公司對於新業務會設置投入產出比的考核,根據新業務發展階段的不同,考核內容的側重點也不同。發展初期,公司側重考核營業收入的增量;發展中後期,公司側重考核毛利的增量。(2)ODM業務目前是增長最快的新業務領域。ODM項目週期從投入到產出至少有半年的間隔期。目前公司ODM業務已為行業PDA、POS支付、FWA、兩輪智能出行、BMS、AIoT等行業的頭部客户提供了PCBA解決方案。

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