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满坤科技(301132.SZ):PCB行业市场景气度和需求有待逐步恢复,初步预计第四季度不会有很大的变化

Mankun Technology (301132.SZ): Market sentiment and demand in the PCB industry need to gradually recover. Preliminary expectations are that there will be no significant changes in the fourth quarter

Gelonghui Finance ·  Nov 6, 2023 20:30

Glonway November 6th 丨Mankun Technology (301132.SZ)inAt the performance briefing, it was stated thatAt present, demand in the global consumer electronics industry is generally weak, and the market sentiment and demand in the PCB industry need to gradually recover. Preliminary expectations are that there will be no significant changes in the fourth quarter. Under this general market environment, the company's revenue and profit increased in the first three quarters of 2023, mainly due to the steady increase in customer orders and simultaneous optimization of product structure in key areas that the company has been deeply involved in for a long time: automotive electronics and high-end consumer electronics. The company takes brand customers, technology research and development, quality and service and cost control as its core competitive advantages, providing a strong guarantee for the company's stable and sustainable development. At the same time, although the company has rich industry experience and technical strength, there is still a certain gap with industry leaders in developed countries/regions in terms of overall business scale and high-end manufacturing capacity. The company still needs to further improve the level of technology research and development, strengthen operational capabilities, improve production efficiency and product quality, continuously enhance the core competitiveness of the enterprise, and continuously improve its comprehensive market position.

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