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鼎龍股份(300054.SZ):拋光液產品預計2023年將有放量增長
格隆匯 02-13 22:16

格隆匯2月13日丨鼎龍股份(300054.SZ)於2023年2月10日下午14:00-16:30接受調研時表示,國內CMP拋光液存量市場預計20多億,國內廠商佔比4成,還有6成多在海外。鼎龍拋光液產品短期的目標是先上量。公司從CMP拋光液上游的核心原材料研磨粒子開始,佈局多種製程系列的近40種CMP拋光液產品,在國內主要晶圓客户的導入全面展開,預計2023年將有放量增長。

公司武漢本部一二期的CMP拋光墊年產規模合計是30萬片,除此外公司在潛江工業園補充了20萬片拋光墊新品及核心配套原材料等擴產建設,主要部分已與去年夏季建設完工。公司拋光墊新產品已提供給主流客户送樣測試。公司潛江工廠CMP拋光墊新品產量會逐漸釋放。

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