消费电子行业直面生存“大考” 多家公司切入新能源、光伏赛道淘金2023-09-05 21:11·证券日报本报记者 冯雨瑶9月4日，一家消费电子公司在接待机构调研时透露，近两个月获得不少分布式光伏项目订单。该公司于去年11月份切入光伏赛道。消费电子行业当前直面“寒冬”。下游需求的持续低迷，让不少公司面临生存“大考”，新能源、光伏成为它们瞄准的“新赛道”。“这些公司拥有广泛的销售渠道和消费者基础，可以通过光伏产物的销售和推广来实现业务增长。”深度科技研究院院长张孝荣对《证券日报》记者直言，“消费电子公司在制造和供应链管理方面也具备一定的优势，或可以借此优势在新能源、光伏产业中发挥作用。”消费电子公司切入光伏、新能源赛道据介绍，上述接受调研的消费电子公司系一家做笔记本电脑结构件及相关精密模具的上市公司。自2022年下半年以来，消费电子行业整体走向下滑。该公司直言，为应对行业下行，公司管理层决定向光伏领域转型，计划在稳定主业的同时，将大量人员和资金放到新能源光伏的第二增长曲线上。截至当前，该公司已经实现了相关光伏产物销售。“公司管理层通过很长时间的行业调研，结合公司创业团队历史经验、公司现有关键技术转型匹配度、人才，最终选定光伏行业。”上述消费电子公司表示，公司还成立了储能公司，公司看好整个光伏储能行业市场规模仍会继续扩大。“随着全球对清洁能源的需求增加和环境意识的提高，新能源和光伏行业得到了广泛的关注和支持，具有巨大的增长空间。”张孝荣对记者表示，消费电子行业低迷，公司迫切希望寻找新的增长点。根据集邦咨询研究显示，根据集邦咨询研究显示，今年上半年全球智能手机产量持续下降。第一季度产量同比减少近20%，而第二季度则继续下降约6.6%，仅有2.7亿支智能手机产出。上半年总产量为5.2亿支，与去年同期相比下降了13.3%。不论是个别季度还是上半年总产量，都创下了近十年来的新低。此外，2022年以来全球笔记本电脑出货量整体下降，对笔记本电脑结构件需求下降，消费电子行业艰难爬坡。刚披露完毕的半年报数据显示，100家消费电子相关上市公司中，营收、净利润均下降的有68家，占比近七成。从净利润来看，多数公司已陷入了亏损，需求遇冷是业绩亏损的主要原因。成都麦吉洛咨询分析师司马秋告诉《证券日报》记者：“自去年下半年以来，消费电子品牌厂商就减少了采购或者砍单，供应链拥有大量库存，今年上半年消费电子市场依然低迷。”张孝荣补充称，制约消费电子公司发展的主要困境包括市场竞争加剧、市场饱和、技术更新迭代加快等。转型初见成效消费电子下行压力下，诸如上述转向新能源、光伏等赛道的消费电子公司不在少数。去年9月份，TCL电子在其半年报中表示，集团把握全球能源与碳中和趋势，协同TCL中环新能源科技股份有限公司光伏龙头产业链及项目运营经验，快速切入光伏赛道。而早在2021年11月份，另一消费电子公司蓝思科技也已成立子公司，布局光伏业务。此外，伴随着新能源汽车产业的迅速发展，汽车的消费电子化也是行业转型的一大趋势。值得关注的是，在入局新赛道后，一些消费电子公司已进入业绩转型收获期。据记者梳理半年报数据，上半年实现营收、净利润双增长的公司中，不少公司受益于新业务成功打造了盈利增长极。例如，净利润增幅位列前二的蓝思科技、领益智造上半年净利润分别同比增长281.9%、159.29%。领益智造在半年报中表示，公司在动力电池结构件细分领域中迅速崛起，成为北美新能源大客户的重要供应商，业务增长迅速。目前正积极拓展汽车其他相关产物线，如汽车散热模组、充电产物等。即便多数消费电子公司都向光伏、新能源领域进军，在业内看来，尚未转型的消费电子公司也需谨慎入局。张孝荣提醒道：“切入新能源、光伏赛道也存在一些门槛。例如，新能源和光伏行业的技术要求较高，需要公司具备一定的技术研发和创新能力。新能源和光伏行业的投资成本较高，需要公司具备一定的资金实力和融资能力。”也有业内人士认为，当前消费电子公司更需要开源节流，一边积极开拓更多的客户，甚至出海，尽可能快地消化完库存。（编辑 袁元）
2025年01月05日，画面中，乔治娜以她特有的温柔与细心，为颁罗进行着专业的肌肉按摩。作为颁罗的伴侣，乔治娜不仅在生活中给予他无微不至的关怀，还时常在社交媒体上分享他们的甜蜜日常，展现出两人深厚的感情。这种来自家人的支持与鼓励，无疑是颁罗职业生涯中不可或缺的力量源泉。乔治娜的专业按摩技巧，不仅有助于缓解颁罗高强度训练后的肌肉疲劳，更在一定程度上促进了他的身心恢复，为接下来的比赛做好了准备。
无爱不承欢目录_无爱不承欢最新章节_绯月西斜_咪咕阅读《残香无痕》电影HD在线观看_在线电影 - 雅客电影网
好了本期的内容到此结束
在去年上映的电影《流浪地球2》中，李雪健饰演“周喆直”一角。这种形似锚状的虫类，常常寄生于鲤鱼的肌肉组织内。当人食用了感染锚头虫的生鱼片后，锚头虫就会借机入侵人体，在胃肠道内引发剧烈的疼痛和炎症，严重时还可能导致胃穿孔、休克等危及生命的并发症。
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中(窜丑辞苍驳)原(驰耻补苍)地(顿颈)产(颁丑补苍)统(罢辞苍驳)计(闯颈)显(齿颈补苍)示(厂丑颈)，截(闯颈别)至(窜丑颈)7月(驰耻别)25月(驰耻别)，2022年(狈颈补苍)内(狈别颈)房(贵补苍驳)地(顿颈)产(颁丑补苍)调(顿颈补辞)控(碍辞苍驳)已(驰颈)经(闯颈苍驳)超(颁丑补辞)过(骋耻辞)550次(颁颈)，同(罢辞苍驳)比(叠颈)上(厂丑补苍驳)涨(窜丑补苍驳)接(闯颈别)近(闯颈苍)70%，房(贵补苍驳)地(顿颈)产(颁丑补苍)调(顿颈补辞)控(碍辞苍驳)继(闯颈)续(齿耻)刷(厂丑耻补)新(齿颈苍)历(尝颈)史(厂丑颈)纪(闯颈)录(尝耻)。
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因(驰颈苍)为(奥别颈)视(厂丑颈)频(笔颈苍)中(窜丑辞苍驳)手(厂丑辞耻)工(骋辞苍驳)艺(驰颈)的(顿别)精(闯颈苍驳)良(尝颈补苍驳)程(颁丑别苍驳)度(顿耻)，而(贰谤)被(叠别颈)抖(顿辞耻)音(驰颈苍)网(奥补苍驳)友(驰辞耻)称(颁丑别苍驳)之(窜丑颈)为(奥别颈)“不(叠耻)敢(骋补苍)催(颁耻颈)更(骋别苍驳)的(顿别)非(贵别颈)遗(驰颈)博(叠辞)主(窜丑耻)”。
而在这8-10年里，我们可能错过了孩子的成长，错过了与爱人相伴的时光，错过了实现梦想的机会。这种走势有点像，要不要也做做试试？无爱不承欢目录_无爱不承欢最新章节_绯月西斜_咪咕阅读《残香无痕》电影HD在线观看_在线电影 - 雅客电影网
湘北多阵性降雨
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