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东吴证券-沪电股份(002463)AI算力浪潮下数通业务量价齐升-230411

高端PCB领军企业:公司以应用于企业通讯以及汽车领域的高端PCB为核心产品,主导产品为14-38层企业通讯市场板、中高阶汽车板。2022年业务全面布局:1)成立新加坡子公司,辅助业务拓展及销售。2)泰国投资新建成山基地,力争海外规模量产,消除国际贸易的不确定因素。3)2022年初参股胜伟策电子,同年底拟受让联营企业Schweizer持有的胜伟策57%股权,持续发力汽车业务。公司毛利率、研发投入、期

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