泰嘉股份(002843.SZ):今年已完成新客户AIPC電源產品的開發工作 並已根據客户訂單需求有序生產中
格隆匯7月18日丨泰嘉股份(002843.SZ)接受特定對象調研時表示,隨着消費電子電源業務的恢復和新客户、新品類的開發,以及大功率電源業務產能的釋放,效率的逐步提升,今年電源業務經營業績將會得到改善:
(1)消費電子電源業務立足大客户戰略,自去年下半年以來隨着大客户新品的陸續推出,公司消費電子電源業務持續保持恢復態勢。此外,公司今年已完成新客户AIPC電源產品的開發工作,並已根據客户訂單需求有序生產中,該產品盈利能力較好,能帶來新的業務增量,助力盈利能力改善。
公司消費電子電源業務將緊跟大客户新品開展業務,繼續鞏固和提升現有大客户的市場份額,加大包括ODM項目的研發投入,積極拓展消費電子業務客户和產品品類。同時,優化電源業務板塊組織架構,節省管理成本,利用好現有雅達變壓器,電感,線材等能力,優化供應鏈,推行精益管理,持續降本增效。
(2)公司大功率電源業務尚處在產能爬坡,效率提升階段。大功率電源業務產線經過一段時間的磨合,產線人員熟練度提高,並已摸索、積累了一定經驗,產線效率逐月提升中。目前公司大功率電源業務在手訂單有保障,隨着產線產能利用率的逐步提升、產能有序釋放,以及在手訂單陸續交付,公司大功率電源板塊業績狀況將持續改善。
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