深南電路(002916.SZ):以新能源和ADAS為主要聚焦方向,主要生產高頻、HDI、剛撓、厚銅等產品
格隆匯12月20日丨深南電路(002916.SZ)在投資者關係活動上表示,汽車電子是公司PCB業務重點拓展領域之一。公司以新能源和ADAS為主要聚焦方向,主要生產高頻、HDI、剛撓、厚銅等產品,其中ADAS領域產品比重相對較高,應用於攝像頭、雷達等設備,新能源領域產品主要集中於電池、電控層面。2023年前三季度,公司持續加大對汽車電子市場開發力度,積極把握新能源和ADAS方向帶來的增長機會,前期導入的新客户定點項目需求已逐步釋放,同時深度開發現有客户項目貢獻增量訂單,南通三期工廠產能爬坡順利推進為訂單導入提供產能支撐,汽車電子領域報吿期內營收規模同比繼續實現增長,佔PCB整體營收比重有所提升。
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