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萊寶高科(002106.SZ):今年下半年車載觸摸屏業務板塊的整體銷售收入有望同比去年進一步增長
格隆匯 11-12 22:12

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,公司車載觸摸屏業務板塊的產品線主要包括車載觸摸屏和車載蓋板玻璃,其中車載觸摸屏是指公司製作帶有觸控傳感器膜層(Sensor)的車載觸摸屏產品,包括 G-G 結構、OGS 結構等;車載蓋板玻璃是指公司僅製作車載蓋板玻璃(無需公司製作觸控傳感器膜層(Sensor)),然後交給 Tier 1 客户或其指定的合作伙伴完成 In Cell 結構的車載觸控顯示一體化模組的貼合加工工序;隨着汽車日益向電動化、智能化、網聯化等方向發展,汽車傳統的儀器儀表盤、中控台、副駕駛位等逐步向一體化集成製作方向發展,相應帶來車載蓋板玻璃從原來的以單屏(中控台)為主,目前逐步拓展向雙聯屏、三聯屏方向發展,在產品尺寸不斷擴大的同時,車載蓋板玻璃對 3D、曲面、異形等不同形狀的定製化設計和生產需求逐步增多。

2023 年上半年,公司車載觸摸屏業務板塊的銷售收入同比去年同期有所增長,其中車載蓋板玻璃產品銷售收入較去年同期有一定幅度增長,但帶有自制Sensor 的車載觸摸屏產品銷售收入較去年同期有一定幅度下降。公司 2022 年已適度優化並擴充了車載蓋板玻璃和車載觸摸屏的產能,2023 年上半年車載蓋板玻璃和車載觸摸屏的產線均未達到滿產狀態,目前來看,2023 年第三季度車載蓋板玻璃和車載觸摸屏的訂單需求情況良好,尤其是雙聯屏車載蓋板玻璃的訂單需求增長較多;結合目前車載觸摸屏業務板塊的訂單需求情況,今年下半年車載觸摸屏業務板塊的整體銷售收入有望同比去年進一步增長,但最終能否實現存在一定的不確定性,敬請您予以客觀理性看待,具體經營業績數據請以公司後續正式公吿信息為準。

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