四方光電(688665.SH):今年新增的汽車舒適系統配套傳感器項目定點金額累計超6.9億元
格隆匯8月13日丨四方光電(688665.SH)披露投資者關係活動記錄表顯示,2024年,公司在原有客户的新項目拓展以及訂單轉化上均有所突破,截至目前,今年新增的汽車舒適系統配套傳感器項目定點金額累計超6.9億元(項目定點不等同於訂單,請投資者注意投資風險),2024年前取得的定點項目的交付亦符合預期,預計2024—2025年公司車載傳感器相關業務將會有較好的增長。
公司已定點的車載傳感器產品的定價已考慮年降等因素,目前車載傳感器產品的價格對收入的影響較小,後續新的項目定點如有降價趨勢,公司將通過採取降本增效、規模化效應等舉措維持相對穩定的毛利水平。
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