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環旭電子(601231.SH):未來幾年投資重心會聚焦在SiP模組、汽車電子相關的業務
格隆匯 07-13 15:12

格隆匯7月13日丨環旭電子(601231.SH)近期在接待機構投資者調研時表示,2018年以來,公司一直堅持“模組化”、“全球化”、“多元化”的發展戰略,公司始終是 SiP模組的行業領先者,已初步完成生產據點的全球化佈局,營收構成和客户結構持續優化。

近幾年公司加快拓展EMS/ODM業務規模,提升非SiP業務的佔比,優化客户結構、業務營收構成,公司“汽車電子”、“工業醫療及其他”“雲端及存儲”這三大業務板塊的業務佔比從2020年的21%已提升至去年的32%,公司合併營收規模去年突破100億美金。

公司未來幾年的投資重心會聚焦在SiP模組、汽車電子相關的業務。SiP模組方面除了鞏固在現有大客户業務中的競爭優勢,也在積極拓展SiP模組關鍵新客户/新業務,努力推動新客户/新業務的營收成長;隨着通訊技術迭代,如WiFi6E/7、毫米波、低軌衞星通訊等技術的應用發展,SiP模組有望拓展更多客户迎來重要的成長機遇;在智能穿戴產品領域,無論是智能手錶、AR/MR、TWS等產品,“輕薄短小”的基本需求和更高功能集成度的升級迭代,SiP模組應用勢必將越來越被重視,有廣泛的應用機會。

在汽車電子業務方面,公司圍繞“電動化”重點投資Powertrain/Power Module產品;結合“智能化”和“網聯化”,發展智能座艙相關的顯示控制板、域控制器、CPU Module等,以及網絡連接相關的NAD模塊、汽車天線等業務。

公司堅持高質量可持續發展理念,轉型提升營運能力,打造差異化的核心競爭力,預期實現營收的穩定複合增長,優化產品營收結構,提升營業利潤率。

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