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東睦股份(600114.SH):公司預計近幾年內P&S保持平穩增長
格隆匯 11-02 09:45

格隆匯11月2日丨東睦股份(600114.SH)接受特定對象調研時表示,公司總部P&S產品主要供國外中高端客户,目前國外經濟回暖,汽車行業業務有所回升,且國外粉末冶金廠家逐步減少投資並退出,國外客户供應鏈轉移,公司出口業務有所增加。根據公司進行的行業趨勢和市場分析,認為P&S板塊雖然受傳統燃油汽車影響,但在進口替代方面仍有一定機會,且P&S產品也可應用於混動汽車和新能源汽車等通用零件,隨着社會發展和消費升級,P&S技術也可開發新的應用場景,所以公司預計近幾年內P&S保持平穩增長。

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