一博科技(301366.SZ):目前公司訂單情況良好
格隆匯8月1日丨一博科技(301366.SZ)近日在接待機構投資者調研時表示,目前公司訂單情況良好。公司的業務主要分為PCB研發設計和PCBA生產製造,PCB研發設計端,受大環境的影響較小,業務呈現穩定增長趨勢。PCBA生產端雖然受到了大環境影響,但影響可控。公司的研發樣單受經濟環境的影響較小,中小批量訂單隨客户產品的需求恢復將逐漸恢復增長勢頭。分客户所處領域來看,工業控制和網絡通訊方面的客户,2023年度給公司營收帶來的貢獻約為60%,目前需求穩定恢復。人工智能、集成電路、醫療電子方面的客户訂單仍延續較快增長趨勢。
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