A股異動 | 東尼電子跌4.7% 6英寸導電型碳化硅襯底片尚未得到終端客户認證及碳化硅業務尚未獲得訂單
格隆匯8月16日丨東尼電子(603595.SH)現跌4.78%,報68.19元,總市值158億元,盤中一度跌10.17%。東尼電子15日披露説明會召開情況,公司長晶爐安裝調試情況有所變化,因公司碳化硅業務工藝路線切換,長晶爐加熱方式由感應法變更為電阻法,之前的感應法長晶爐將主要用於碳化硅粉料燒製、塗層煅燒等前期準備工作,目前已安裝的電阻法長晶爐數量沒有報道那麼多。公司6英寸導電型碳化硅襯底片尚未得到終端客户的認證;該產品認證涉及車規級,驗證頻率高,尤其是後端芯片驗證及上車驗證,認證時間長且需多次驗證。公司碳化硅業務尚未獲得訂單;產品送樣會形成少量收入,但並無貢獻任何利潤。目前碳化硅襯底片市場售價已低於預案測算值,且公司工藝路線切換,設備投入加大,該業務經濟效益可能不及預期。

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