泰嘉股份(002843.SZ):公司電源板塊盈利狀況將持續改善
格隆匯1月18日丨泰嘉股份(002843.SZ)近日在接待機構投資者調研時表示,消費電子電源業務作為公司電源業務板塊的基本盤,業務正逐步恢復,2023年前三季度消費電子電源業務收入同比略有下滑,下降幅度收窄明顯,稼動率持續回升,四季度消費電子業務繼續保持回升態勢。消費電子電源業務將繼續立足大客户戰略,加大包括ODM項目的研發投入,繼續鞏固和提升現有大客户的市場份額,憑藉優良的品質表現和研發優勢積極拓展ODM新客户,提升ODM項目佔比。
新能源電源業務為電源主要投資方向,公司2023年以來持續加大募投項目產線的投資、建設,部分產線陸續投入生產,部分正在產能爬坡過程中,收入貢獻已逐步體現。根據客户需求,2023年下半年以來,公司開始積極投產工商業新能源智能光伏電源、數據中心電源、站點能源電源等業務,上述產線預計2024年一季度陸續完成基本建設,目前,部分已投產線也正在產能爬坡過程中。未來隨着公司新能源電源等產線產能有序釋放、稼動率上升,以及在手訂單陸續交付,公司電源板塊盈利狀況將持續改善。
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