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立訊精密(002475.SZ):目前公司在汽車業務的挑戰主要來自於電子物料的採購
格隆匯 08-31 11:41

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“請問公司發展汽車業務的挑戰是什麼?”

公司回覆稱,立訊在汽車電子方面的機會可以參考我們2017年的消費電子業務,在汽車業務上,我們在未來很長一段時間都會保持高速成長。我們應該感謝中國在Smart EV上的成長,正是有了這個大趨勢,我們才能把握住相關的機會。目前,立訊在汽車業務的挑戰主要來自於電子物料的採購,老牌的國際Tier1廠商在芯片及部分電子物料的採購價格上比我們更具優勢,基於此,在部分相同的產品線上,我們比老牌的頭部同業廠商利潤率略低2-3個點。因此,我們利用了較多時間去拜訪國際領先的芯片和物料廠商,讓他們認識立訊、支持立訊,經過一年多的努力,我們已經取得了一定實質進展,未來會繼續努力爭取更好的機會。

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