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深南電路(002916.SZ):已配合客户完成EGS平台用PCB樣品研發並具備批量生產能力
格隆匯 01-10 07:09

格隆匯1月10日丨深南電路(002916.SZ)在接待機構投資者調研時表示,數據中心作為公司近年來新進入並重點拓展的領域之一,已對公司營收產生較大貢獻,整體市場份額有待公司進一步拓展。公司已配合客户完成EGS平台用PCB樣品研發並具備批量生產能力,現已逐步進入中小批量供應階段。公司AI服務器相關PCB產品目前佔比較低,對營收貢獻相對有限。2023年前三季度,由於全球經濟降温和EGS平台切換不斷推遲,數據中心整體需求依舊承壓,公司該領域PCB訂單同比有所減少。2023年第三季度,數據中心領域下游部分客户項目訂單有所回補,公司將繼續聚焦拓展客户並積極關注和把握EGS平台後續逐步切換帶來的機會。

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