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奧普特(688686.SH):上半年在3C電子和新能源兩大核心領域業務均實現增長
格隆匯 09-04 06:57

格隆匯9月4日丨奧普特(688686.SH)近期在接待機構投資者調研時表示,2023年上半年,公司實現營業收入61,921.76萬元,同比增長3.04%,實現歸屬於上市公司股東的淨利潤為17,366.03萬元。公司在3C電子和新能源兩大核心領域的業務均實現了增長:(1)3C電子領域:儘管受到整體經濟環境影響,但公司在3C電子領域仍然實現了4.10%的同比增長。該領域的增長主要來自於公司產品在核心客户的應用場景持續滲透。一方面,公司產品持續向核心客户的各產品線滲透,帶來更多的需求;另一方面,公司作為核心客户推動其產業鏈自動化進程的重要合作伙伴,終端客户品質管控前移,模組、關鍵零部件生產中自動化程度提高帶來新增視覺需求;雖然該領域的整體資本開支增速放緩,但公司仍然實現了0.87%的同比增長;(2)在新能源領域,公司一方面與行業龍頭持續加深合作,另一方面積極開拓新客户業務。隨着新能源領域客户基於提升其產品安全性的考慮,產品檢測需求和要求持續提升,公司作為機器視覺行業技術領先的企業,伴隨深度學習(工業AI)、3D視覺工序覆蓋持續增長,在幫助客户實現產品高標準檢測需求的同時,帶來了收入的增長。

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