晶盛機電(300316.SZ)擬與藍思科技共設寧夏鑫晶盛電子材料 開展工業藍寶石晶體制造、加工業務
格隆匯 9 月 29日丨晶盛機電(300316.SZ)公佈,公司於2020年9月29日與藍思科技股份有限公司(“藍思科技”)簽署了《投資合作協議》,公司將以自有資金出資2.55億元投資設立合資公司,開展工業藍寶石晶體制造、加工業務。新設公司的公司名稱暫定為:寧夏鑫晶盛電子材料有限公司;註冊資本暫定5億元人民幣。
近年來,隨着藍寶石材料成本的不斷下降,藍寶石在消費電子領域的應用不斷增加,包括智能手錶表鏡及後蓋、智能手機和平板電腦攝像頭保護鏡片、指紋識別鏡片、保護蓋板等零組件,市場呈現出旺盛的需求態勢,預計未來市場需求將得到進一步釋放。此外,藍寶石作為優質的LED襯底材料,隨着MiniLED為代表的新型顯示技術出現,藍寶石材料也有望打開新的市場空間。公司在藍寶石材料領域深耕多年,通過技術創新,在藍寶石長晶設備和加工設備以及藍寶石晶體生長環節打造了藍寶石材料領域的核心競爭力。目前,公司擁有國際領先的超大尺寸藍寶石晶體生長技術,建立了從長晶到切磨拋環節的生產能力,擁有行業領先的技術和成本優勢。
公司此次與藍思科技建立合作,共同發展藍寶石材料製造等經營業務,是公司貫徹落實“先進材料、先進裝備”發展戰略,以市場需求為導向,深化上下游產業鏈合作,深入挖掘藍寶石材料需求,進一步推動公司藍寶石材料業務的發展。藍思科技在藍寶石產品領域具有業界領先的技術、產品、規模、優質市場資源等綜合優勢,此次合作將集成雙方的研發、製造、創新優勢,實現資源互享、強強聯合,有助於公司抓住下游行業的發展契機,進一步擴大藍寶石在消費電子產品領域的應用,形成藍寶石材料規模優勢。同時,合資公司將利用西部地區的資源稟賦優勢,享受國家西部大開發及地方政府招商引資各項優惠政策,促進當地經濟社會發展。
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