公(gong)司(si)(si)自動(dong)化(hua)(hua)裝備(bei)與SMT設備(bei)新簽訂(ding)訂(ding)單回暖,去(qu)去(qu)年(nian)同比(bi)持平(ping),訂(ding)單儲備(bei)勢(shi)頭(tou)良(liang)好。汽(qi)車電(dian)(dian)子(zi)滲透(tou)率提(ti)高,安全(quan)性(xing)和娛樂性(xing)帶(dai)來(lai)汽(qi)車電(dian)(dian)子(zi)多樣化(hua)(hua),驅動(dong)汽(qi)車電(dian)(dian)子(zi)裝備(bei)行(xing)業發展。公(gong)司(si)(si)的一(yi)批(pi)大客戶自身規模(收(shou)入增長和新產品(pin)不斷導入)持續擴(kuo)大,以及設備(bei)高端化(hua)(hua)率的提(ti)高驅動(dong)對電(dian)(dian)子(zi)自動(dong)化(hua)(hua)裝備(bei)的不斷需求。
目前公(gong)司面向的電(dian)子裝(zhuang)備市場擴(kuo)大了六倍。公(gong)司跟隨(sui)客戶需求,不斷開拓(tuo)新(xin)的領域,新(xin)能(neng)源汽車零(ling)部件(jian)和無人駕駛產品(pin)的組裝(zhuang)和測試高端裝(zhuang)備公(gong)司都(dou)有布局。
雖然今(jin)年市場行(xing)情低迷(mi),但公(gong)(gong)司目前(qian)整(zheng)(zheng)體保持較穩勢頭,電子(zi)裝(zhuang)備(bei)行(xing)業(ye)屬于(yu)自動化行(xing)業(ye)的(de)黃(huang)金賽道,其(qi)市場規(gui)模(mo)也容納公(gong)(gong)司的(de)不斷壯大,長(chang)期看(kan)好公(gong)(gong)司的(de)發(fa)展。 基于(yu)半(ban)年報, 調整(zheng)(zheng)公(gong)(gong)司盈利(li)預測。下(xia)半(ban)年有望迎來穩增長(chang)。