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萊寶高科(002106.SZ):今年第四季度營業收入同比去年同期有望實現增長
格隆匯 11-12 22:10

格隆匯11月12日丨萊寶高科(002106.SZ)近日接受特定對象調研時表示,公司今年第三季度營業收入環比第二季度有所下降,主要原因在於第二季度以 Chromebook 為代表的教育類筆記本電腦出貨量大幅增長,但受全球經濟衰退風險未得到明顯改善、消費者未來收入預期下降等綜合因素影響,消費者的消費信心不足、消費支出受到抑制,第三季度筆記本電腦客户基於消化和控制通路庫存等因素適度控制了帶有觸控功能的筆記本電腦的訂單量,以及顯示面板廠商日益加大 On Cell/In Cell 嵌入式結構觸控顯示一體化產品在筆記本電腦的推廣力度相應給公司帶來的替代競爭等綜合影響所致。

在往年正常的筆記本電腦需求週期來看,每年的第四季度(尤其是 10 月或 11 月)一般會迎來全球筆記本電腦聖誕節促銷和新年銷量衝刺等旺季的需求增長,但今年受前述一系列綜合因素影響,消費者的消費信心不足、消費支出受到抑制,且帶有觸控功能的筆記本電腦以中高端產品為主,相應對筆記本電腦用觸摸屏的需求可能帶來一定的抑制影響,但基於去年第四季度營業收入同比較大幅度下降、比較基數較低等因素,今年第四季度營業收入同比去年同期有望實現增長,但環比第三季度能否實現增長存在一定的不確定性,最終取決於全球經濟形勢的變化、消費者的未來收入預期和對筆記本電腦等消費類電子產品的消費需求變化等綜合因素而定。公司一直專業、專注於全球筆記本電腦用觸摸屏的細分市場,不斷開發新產品、提升產品技術性能,會積極抓住市場有利時機,在滿足客户需求的基礎上,努力爭取創造更好的經營業績。公司2023 年下半年經營業績能否實現同比增長存在一定的不確定性,敬請包括您在內的各位投資者予以客觀理性看待,具體經營業績數據請以公司後續正式發佈的正式公吿信息為準。

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