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達瑞電子(300976.SZ):上半年向蘋果間接供貨的消費電子功能性器件和3C裝配自動化設備業務回升
格隆匯 09-26 09:15

格隆匯9月26日丨達瑞電子(300976.SZ)近日接受特定對象調研時表示,2024 年上半年,隨着消費電子終端產品市場需求恢復,公司向蘋果間接供貨的消費電子功能性器件和 3C 裝配自動化設備業務回升,同時得益於公司前期產品研發佈局,公司向蘋果直接供貨的電子產品結構性器件業務增長表現突出。

基於公司向蘋果直接供貨項目的大批量交付情況良好客户對公司綜合能力的認可度進一步提升,公司獲得了客户更多結構件品類項目的方案推薦機會。目前各項目合作正有序推進,後續有望成為公司業務增量的新機會點。

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