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劍橋科技(603083.SH):PON這一塊還比較穩,我們沒有覺得現在在北美有什麼PON的價格戰
格隆匯 08-29 09:07

格隆匯8月29日丨劍橋科技(603083.SH)於2023年8月21日10:30-11:30召開電話會議,問答環節中,就“因為在國內的市場相對來競爭還是比較慘烈的,利益盈利能力並不高,我們在北美、歐洲的競爭地位能不能持續維持?或者我們有沒有看到一些潛在的國內的對手也在美國跟我們一起去競爭。咱們的優勢主要體現在哪裏?”

公司回覆稱,國內我們參與的比較少,現在有一些JDM的PON項目也逐漸退出了。在北美我們深耕多年,至少在PON領域競爭對手還不太多,不像光模塊可能會有一些新的廠家也想做北美市場,所以PON這一塊還比較穩,我們沒有覺得現在在北美有什麼PON的價格戰。

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