晶科电子(02551.HK)今日盘中大涨5.68%,引发市场高度关注。
消息面上,晶科电子正在广州南沙开工建设一个新的视觉总部项目,总投资24.8亿人民币。预计该总部落成后,可提供年产逾70万套智能车灯相关零部件的产能,有望满足电动车市场快速增长的需求。
同时,晶科电子董事长肖国伟表示,在内地以旧换新政策下,公司近期订单火爆,产能利用率显着上升。预计未来2-3年内地车市仍将保持激烈竞争,且向智能化和中高端化发展,零部件需求将大幅增长。而公司全球化布局,可对冲地缘政治等风险,订单增长势头料将在今明两年内延续。种种利好因素,增强了市场对晶科电子长期发展前景的信心。
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