勁拓股份(300400.SZ):公司電子裝聯設備包括電子熱工設備、檢測設備和自動化設備
格隆匯6月8日丨勁拓股份(300400.SZ)2023年6月7日舉行電話會議時表示,公司電子裝聯設備包括電子熱工設備、檢測設備和自動化設備,覆蓋電子產品PCBA生產過程中的插件、焊接、檢測等多個流程,為客户提供整套零缺陷焊接檢測製造系統,主要提供給下游電子製造企業,用來組建電子工業中的PCBA生產線,該類設備能夠廣泛應用於汽車電子、通信設備、消費電子、航空航天、其他電子產品的生產過程。
2022年度,電子裝聯設備中大約5.9億元收入為電子熱工設備,主要受到宏觀環境不利因素影響同比有波動;自動化設備收入2,424萬元、檢測設備收入5,313萬元,該兩類設備主要為電子熱工設備配套使用,便於客户一站式採購,銷售規模佔比不大。從毛利率方面來看,電子熱工設備、檢測設備的毛利率高於自動化設備。
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