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生益電子(688183.SH):預計2024年汽車電子市場將穩定增長 公司將持續加大在汽車專線的投入
格隆匯 02-07 08:18

格隆匯2月7日丨生益電子(688183.SH)披露投資者關係活動記錄表顯示,2023年全年,由於新能源汽車市場仍保持較大的需求,2023年行業整體汽車電子產品銷售增長42%。根據GGII預測,2023年,新能源汽車市場持續繁榮,全球新能源汽車銷量將突破1500萬輛;預計2024年,全球新能源汽車銷量有望突破1800萬輛,全球汽車電動化滲透率將接近20%。

汽車電子在電動化、網聯化、智能化三大趨勢下在整車佔比中不斷提高,汽車電子在傳統高級轎車中的價值量佔比約28%,在新能源車中則能達到約47%-65%。智能座艙、ADAS、電池管理系統等相關汽車電子產品需求持續增長。預計2024年汽車電子市場將穩定增長,同比增長保持在4%左右。

未來,公司將持續加大在汽車專線的投入,以應對日益增長的汽車PCB訂單需求。

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