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珠海冠宇(688772.SH):公司在蘋果筆電的市場份額保持穩步提升 首次實現蘋果手機電池產品的量產

格隆匯9月5日丨珠海冠宇(688772.SH)舉行分析師會議及業績説明會時表示,筆電類產品業務方面,根據TrendForce集邦諮詢的分析,全球筆電出貨量大致已於第一季觸底,一季筆記本電腦品牌首要目標是全力去化終端庫存,上游拉貨動能趨緩,因而影響供應商端出貨表現。第二季有較明顯的季度成長,今年第二季全球筆記本電腦出貨量將達4045萬台,季增15.7%,為連續六個季度以來首次恢復成長。隨着筆電類客户庫存調整進入尾聲,庫存逐步恢復健康水位,筆記本電池需求逐步恢復。在此背景下,公司基於多年的戰略佈局和技術儲備,不斷擴大在現有客户如惠普、聯想、戴爾、華碩、宏碁、微軟、亞馬遜等筆記本電腦和平板電腦廠商中的供貨份額,同時公司在蘋果筆電的市場份額保持穩步提升,有效緩解了大環境帶來的不利衝擊。

手機類產品業務方面,受全球經濟下行等影響,智能手機需求出現明顯萎縮。據Canalys數據顯示,2023年第一季度全球智能手機出貨量下降13%,跌至2.70億部。在此背景下,公司依託領先的技術創新能力、嚴格的生產製造管理體系以及突出的產品質量,與現有客户華為、榮耀、小米、OPPO、vivo、聯想、中興等智能手機廠商持續開展深度合作,並在報吿期內首次實現蘋果手機電池產品的量產,為未來手機市場份額增加了新的機遇。

此外,公司消費類PACK業務持續穩步提升。公司上半年的消費類電芯PACK自供比例為31.97%,同比上升4.55個百分點,消費類PACK產品的總銷售收入為203,989.73萬元,同比增長7.66%。同時公司更大範圍地拓展市場業務諸如智能穿戴設備、無人機、智能清潔電器、電動工具等新興消費類電子產品,不斷豐富公司的客户羣體業務實現快速增長,有效提升產品附。

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