珠海冠宇(688772.SH):公司在消費電池市場佔有較高的市場份額
格隆匯7月19日丨珠海冠宇(688772.SH)披露投資者關係活動記錄表顯示,公司在消費電池市場佔有較高的市場份額,根據 Techno Systems Research 統計,其中筆記本電腦及平板電腦鋰電池公司 2023 年市場佔有率為 31.10%,隨着 AI 產品的推出,刺激市場需求,公司筆電類產品出貨量有望進一步提升;公司手機類業務市場份額有較大提升空間,隨着在頭部客户的高端產品不斷取得突破,公司在手機類電池市場份額逐步提升;此外,其他消費類電池如無人機電池、智能穿戴設備電池、智能清潔電器、電動工具電池等產品也有較大提升潛力。
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