勁拓股份(300400.SZ):光電顯示業務下游市場空間廣闊、需求總量較大
格隆匯7月13日丨勁拓股份(300400.SZ)近期在接待機構投資者調研時表示,公司光電顯示設備用於光電平板(TP/LCD/OLED)顯示模組的生產製造過程,按功能分類主要有 3D 貼合設備、生物識別模組生產設備、 LCM 焊接類設備、貼附機等,相關產品已經覆蓋 AMOLED 柔性屏、曲面屏、摺疊屏、車載屏、可穿戴類屏體、光電模組、半導體複合銅片貼合等多種應用領域。
光電顯示設備近年來主要受到下游需求波動和同行業競爭加劇的影響,訂單有一些波動;加之產品有一定的驗收週期,以及客户對同一批產品集中驗收等,致使不同會計期間收入可能有波動。總體上光電顯示業務的下游市場空間廣闊、需求總量較大,公司具備優質的客户資源,未來將發揮差異化競爭優勢、爭取更大的市場份額。
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