PCB 行业回暖，“服务器+汽车”引领增添新周期_Guangzhou Sanfu New Materials Technology Co., Ltd

PCB 行业回暖，“服务器+汽车”引领增添新周期

Date: 2024-07-31　Click: 10003

2024 年上半年，PCB 制造及覆铜板业绩泛起回暖迹象__。在 AI 大模子迭代与汽车电动化/智能化浪潮的推动下_____，PCB 行业有望迎来新的生长时机__。本文将深入剖析 PCB 行业的现状、板块体现及未来趋势__。 ___

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一、2024年PCB行业业绩反转

2023 年关于 PCB 行业而言并非坦途，全行业（选取 A 股 29 家公司作为样本）收入及净利润双双下滑。整年实现收入 1876 亿元，同比下降 5%；归母净利润 128 亿元，同比下降 20%。然而，进入 2024 年第一季度，形势泛起转机，行业实现收入 460.71 亿元，同比增添 14%；归母净利润 32.35 亿元，同比增添 39%，业绩实现高增添。

这一反转批注 PCB 行业具有较强的韧性和苏醒能力。随着市场需求的转变和手艺的一直立异，PCB 行业有望在未来继续坚持优异的生长态势。

二、2024 Q1各板块体现分解

2023 年，覆铜板、软板、硬板三大板块归母净利润均呈下滑态势，划分下滑 39%、26%、12%。但 2024 年第一季度，硬板和覆铜板板块体现亮眼。覆铜板板块归母净利润同比增添 53%，硬板板块归母净利润同比增添 73%。

AI 发动的相关需求成为硬板和覆铜板板块业绩增添的主要驱动力。而软板板块 2024Q1 归母净利润同比下降 12%，不过随着消耗电子等行业的苏醒，其 2024 年业绩修复值得期待。

三、PCB行业未来一连苏醒可期

2023 年全球 PCB 产值约为 695.17 亿美元，同比下降约 14.96%，但产出面积同比仅下降约 4.7%，价钱侵蚀问题凸显。然而，从中恒久来看，人工智能、高速网络和汽车系统等领域的强劲需求，将为 PCB 行业带来新的增添周期。

未来，PCB 增量预计将主要集中在服务器/数据传输和汽车行业。据 Prismark 展望，2022—2027 年全球 PCB 年均产值复合增添率约为 2%，而服务器/数据传输板块增添率高达 6.5%，汽车板块增添率达 4.8%。这批注“服务器+汽车”将成为 PCB 行业高增速的下游领域，引领行业生长。

泉源：PCBworld
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Address: No. 57, Fenghuang Sanheng Road, Kowloon Industrial Park, Guangzhou Sino-Singapore Guangzhou Knowledge City

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Address: Room 1007, No. 83 Yunnan North Road, Gulou District, Nanjing

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