滬電股份(002463.SZ):隨着美聯儲的加息週期推進,企業通訊市場趨向保守,新增訂單疲軟
格隆匯7月5日丨滬電股份(002463.SZ)在2023年7月4日接受特定對象調研時表示,全球經濟增長預期放緩以及通脹壓力引發了對企業通訊市場需求水平的可持續性的擔憂,促使客户開始縮減先前因避免缺料等風險普遍建立的過高庫存。隨着美聯儲的加息週期推進,企業通訊市場趨向保守,新增訂單疲軟。經濟環境的不確定性提高,將會進一步加劇企業通訊市場的需求波動。
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