滬電股份(002463.SZ):暫緩新建應用於半導體芯片測試及下一代高頻高速通訊領域的高層高密度互連積層板研發與製造項目
格隆匯3月22日丨滬電股份(002463.SZ)公佈,2022年3月21日,公司召開的第七屆董事會第五次會議審議通過了《關於暫緩新建應用於半導體芯片測試及下一代高頻高速通訊領域的高層高密度互連積層板研發與製造項目的議案》,同意公司暫緩實施本項目的建設。
項目暫緩實施的原因:
由於外部政經環境的變化,市場需求面臨更多的不確定性,根據公司實際經營情況,公司規劃將崑山青淞廠16層以下PCB產品加速向全資子公司黃石滬士電子有限公司(下稱“黃石廠”)轉移。黃石廠管理團隊經驗累積和管理效率提升已見成效,公司將在黃石廠相應針對性的擴充產能,以滿足客户需求,應對價格競爭。在向黃石廠轉移產能的同時,對崑山青淞廠優先採用更新改造瓶頸製程的方式進行升級,暫緩其新廠房的建設。
鑑於該項目還處於前期市場與技術培養階段,通過更新改造相關製程也可以滿足目前所需的產能、技術與設備投入,並不影響公司在相應技術與市場的發展進程,經公司董事會戰略委員會提議,出於審慎考慮公司暫緩實施本項目的建設。
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