一博科技(301366.SZ):公司逐步形成提供包含PCB設計、PCBA製造等一站式硬件創新的技術服務型企業
格隆匯6月7日丨一博科技(301366.SZ)接受機構調研、電話會議交流,問答環節中,就“公司發展空間如何?”
公司回覆稱,藉助PCB設計業務積累的行業技術優勢、客户資源優勢,公司逐漸向產業鏈下游延伸,逐步形成了提供包含PCB設計、PCBA製造等一站式硬件創新的技術服務型企業。
在PCB設計服務方面,公司在客户研發體系的口碑良好、綜合競爭力穩步提高。隨着客户端產品的速率提升、複雜度增加,以及定製化趨勢,PCB設計的複雜程度以及設計需求顯著提升,外包趨勢將愈加明顯,也為公司PCB設計提供了較大的發展空間,預計未來公司的PCB設計服務收入會繼續保持穩定的增速。
在PCBA製造服務方面,隨着客户產品的智能化、數字化、自動化、定製化程度越來越高,未來對公司這種柔性化的PCBA製造服務存在旺盛的需求。公司將持續挖掘客户研發需求服務,進一步融入客户研發與供應鏈體系,為越來越多客户提供高品質、柔性化的PCBA研發快件服務;同時,在產品研發定型後,客户與公司就中小批量訂單、持續復投訂單方面的合作亦進一步加深,PCBA製造服務收入的增長空間未來可期。
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