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康冠科技(001308.SZ):公司智能交互平板出貨量同比下降32.33%
格隆匯 08-09 11:50

格隆匯8月9日丨有投資者向康冠科技(001308.SZ)提問:公司智能交互平板的出貨量同比下降比較多,什麼原因呢,後續如何展望?

康冠科技回覆:本報吿期,公司智能交互平板出貨量同比下降32.33%,主要原因系:第一、海外教育類智能交互平板經過2021年高增長後,自2022年下半年,歐美市場由於俄烏戰爭、通貨膨脹等影響,需求有所下滑。但海外教育信息化普及程度較低,教育類智能交互平板仍為新興教學設備,市場前景仍然廣闊;第二、由於公司教育類智能交互平板業務在2022年上半年處於原材料和客户需求的雙高階段,所以2022年上半年教育類智能交互平板經營數據的基數較高,而2023年上半年受限於面板價格與上年同期相比較仍屬低位和海外需求暫時萎縮,導致教育類智能交互平板經營數據同期對比出現下滑;第三、隨着整體的海外需求和原材料價格的好轉,公司教育類智能交互平板業務營收將逐步恢復增長趨勢;第四,目前,除了歐美市場有較高需求外,其他新興國家也出現明顯的需求,公司將緊抓行業機遇,實現快速發展。

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