金祿電子(301282.SZ):公司主打汽車尤其是新能源汽車PCB市場
格隆匯6月16日丨金祿電子(301282.SZ)近期在接待機構調研時表示,公司主打汽車尤其是新能源汽車PCB市場,2022年度汽車板收入佔主營業務收入的比重超過52%,其中應用在新能源汽車“三電系統”及充電樁等領域的PCB產品收入佔汽車板收入的比重約為4-5成。此外,公司產品在通信電子領域的收入佔比約為20%,在工業控制及消費電子領域的收入佔比各為10%左右。
公司採用成本加成的定價策略,不同應用領域產品的毛利率總體來看不存在較大差異,但應用在汽車電子及工業控制領域的產品毛利率總體上會高於應用在通信電子及消費電子領域的產品毛利率。
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