光峯科技(688007.SH):有信心在車載領域的滲透率逐步擴大
格隆匯6月25日丨光峯科技(688007.SH)2023年6月在信息披露範圍內與投資者保持良好的互動交流工作。2023年6月,公司進行6場路演,接待投資機構包括信達澳亞、國壽養老、UG Investment、交銀國際等超30家機構近60名投資者,接聽投資者來電諮詢達30次。
“請問董事長,公司業務從消費電子到車載應用,會否面臨如相關車載的技術和認證上是否有困難?或者説公司遇到的阻礙是什麼?”
公司回覆稱,從消費電子領域拓展到車載領域應用,公司的技術和認證上可以説是沒有什麼阻礙的。
消費電子業務與車載業務有較大的差異,消費電子業務要求的是快,包括快速的產品迭代和功能的快速優化。車載業務要求的是穩定性,從獲得車企定點到交付,以及在新車合作的全生命週期內,對車載產品質量可靠性和穩定性、持續的高質量供貨保證、快速響應車企訴求能力等方面均有更高的要求和標準。這就要求公司的管理能夠更精細化,與車企做好持續性合作。
光峯本質上是一家專注核心技術、核心器件的技術型公司,通過持續的研發驅動,過去在消費電子的多個領域中取得較好的成果,未來在車載顯示領域的應用不斷拓展,公司有信心在車載領域的滲透率逐步擴大。
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