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深南电路(002916.SZ):一季度PCB业务通信领域无线侧订单需求较去年第四季度未出现明显改善

Shennan Circuit (002916.SZ): There was no significant improvement in wireless order demand in the PCB business communications sector in the first quarter compared to the fourth quarter of last year

Gelonghui Finance ·  May 14 20:30

Gelonghui, May 15 | Shennan Circuit (002916.SZ) disclosed an investor relations activity record table showing that in the first quarter of 2024, there was no significant improvement in wireless order demand in the company's PCB business communication sector compared to the fourth quarter of last year, and demand for wired side switches and optical modules increased. Order demand in the data center sector continued to grow month-on-month, mainly due to the gradual launch of Eagle Stream platform products and the increase in demand for products such as AI acceleration cards. The automotive electronics sector continues to seize opportunities in the direction of new energy and ADAS, continuing past demand. Sectors such as industrial control and medical care account for a relatively small share of business, and demand has remained relatively stable.

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