四創電子(600990.SH):目前民品的選擇主要是較複雜的汽車電子、高波層的通訊板塊等
格隆匯6月25日丨四創電子(600990.SH)於2023年5月18日召開業績説明會及接受現場參觀,互動問答中,就“公司印製板的未來發展空間?”,公司回覆稱,目前來看,公司印製板的層數是越來越多的,其集成度也會是越來越高的,未來要支撐電子裝備從“磚塊式”到“瓦片式”的形態發展,這項產品要直接服務於芯片的“封裝載板”的形式,這也是未來印製板的重要發展方向。第二,在應用平台上,以前更多是用於地面產品,隨着國家戰略佈局的變化,未來會服務飛機、戰艦等各個平台,當然也對印製板的集成度有更高的要求,這也是我們未來努力的方向。第三,在客户選擇上,在維繫老客户的基礎上,在各大軍工集團擴展客户羣體,最近公司與航天某院取得了合作,由公司提供該院所有研究所的相關產品,這支撐了對公司未來的產品需求。除此之外,在發展軍品的基礎上,選擇性地發展部分民品作為未來的重要客户方向,主要也是集中在高附加值高層數的印製板。目前民品的選擇主要是較複雜的汽車電子、高波層的通訊板塊等。
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