深南電路(002916.SZ):公司已配合客户完成新一代EGS平台用PCB樣品研發並具備批量生產能力,現已逐步進入中小批量供應階段
格隆匯6月19日丨深南電路(002916.SZ)在近日接受特定對象調研表示,數據中心作為公司近年來新進入並重點拓展的領域之一,已對公司營收產生較大貢獻,整體市場份額有待公司進一步拓展。2022年,受益於服務器市場Whitley平台切換的推進,公司Whitley平台用PCB產品佔比持續提升。目前,公司已配合客户完成新一代EGS平台用PCB樣品研發並具備批量生產能力,現已逐步進入中小批量供應階段。2022年第三季度以來,受EGS平台切換進展延期及下游市場需求下滑影響,公司PCB業務數據中心領域短期內承壓,目前部分項目需求較2023年一季度略有恢復。
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