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立訊精密(002475.SZ):即使到2027年,汽車產品獲利的能力還是處於爬坡狀態
格隆匯 08-31 11:34

格隆匯8月31日丨立訊精密(002475.SZ)於2023年8月29日20:00-21:30召開電話會議,互動交流環節中,就“汽車產品的獲利情況和未來趨勢如何?”

公司回覆稱,獲利率的情況要區分產品類別。比如線束連接器比目前平均的產品獲利能力更強一些;OEM和JDM模式的系統集成產品,比如域控制器,跟我們消費類電子的平均水平差不多;從總體趨勢來看,未來3-5年雖然處於業務的爆發期,但因為目前我們很多汽車產品單價的絕對值較高,比如整套高低壓線束連接器、域控制器等,從獲利能力來講,即使到2027年,獲利的能力還是處於爬坡狀態。

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