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經緯恒潤(688326.SH):公司對明年研發服務的利潤增長比較有信心
格隆匯 11-08 15:56

格隆匯11月8日丨經緯恒潤(688326.SH)接受特定對象調研時表示,公司對明年研發服務的利潤增長比較有信心。在上一個經營週期內,研發服務發生了一些變化:

(1)國內當前對自主工具和自主設備的接受程度較以往更高,公司目前也在與部分頭部整車廠洽談國產研發工具鏈的導入,因此公司研發服務中輕資產的軟件以及工具的收入佔比會進一步提升,預計明年銷量會有明顯的增量;

(2)當前的全球化競爭狀態下,許多國外的OEM除了會關注國內整車廠的技術,也會對國內的諮詢服務商和供應鏈有所關注。公司目前也在與國外的部分廠商進行交流,交流範圍涵蓋電子電氣架構、網絡開發、嵌入式軟件、測試設備、研發工具等多個方面,因此公司目前海外客户的需求和預計訂單也會有一定增量。

整體上輕資產的諮詢和軟件業務比重會進一步提升

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