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深南電路(002916.SZ):PCB業務汽車領域2023年訂單整體同比增長超50%
格隆匯 03-18 07:49

格隆匯3月18日丨深南電路(002916.SZ)近日在接待機構投資者調研時表示,2023年,PCB業務通信領域訂單整體規模同比有所下降,主要由於國內通信市場需求未出現明顯改善,海外市場下半年以來項目節奏有所放緩,導致相關需求後延。公司主動優化產品結構,結合一系列成本優化舉措,降低通信市場需求弱化帶來的影響。海外項目開發及產品導入工作取得進展,公司在海外客户處的訂單份額保持穩定。

PCB業務數據中心領域報吿期內訂單整體同比微幅增長,主要由於在全球服務器市場2023年整體需求下滑的背景下,下半年以來公司部分客户Eagle Stream平台產品逐步起量,疊加在新客户及部分新產品(如AI加速卡等)開發上取得一定突破。

PCB業務汽車領域報吿期內訂單整體同比增長超50%,主要得益於公司充分把握汽車電子在新能源和ADAS方向的增長機會,前期導入的新客户定點項目需求釋放,以及ADAS相關高端產品的需求上量。南通三期工廠順利爬坡為訂單導入提供產能支撐。此外,海外Tier1客户開發工作進展順利,為未來汽車業務的持續發展奠定基礎。

此外,工控醫療、能源等其他領域2023年規模佔PCB業務比重相對較小。公司將繼續優化下游市場產品結構,增強市場拓展能力。

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