東威科技(688700.SH):如果材料和供應鏈能徹底打通,新能源鍍膜設備釋放的潛力巨大
格隆匯2月22日丨東威科技(688700.SH)於2023年1月17日-2月16日通過電話會議、策略會現場、路演會議室表示,PCB領域訂單去年下半年有些下滑,但傳統的PCB需求會恢復,高端PCB的需求還會增長,所以公司很看好PCB領域的發展,也看好VCP設備、水平鍍設備、Msap移載式設備等PCB領域電鍍設備的未來發展。通用五金表面處理市場很大,據相關行業數據統計,國內每年約有200億的市場,目前我們的五金連續電鍍設備處於國內領先地位,未來3-5年內爭取做到市佔5-10%。新能源領域,公司尚處於起步階段,但在設備和技術上有一定的先發優勢,遙遙領先於行業水平;如果材料和供應鏈能徹底打通,新能源鍍膜設備釋放的潛力巨大;光伏鍍銅第三代設備,如果經客户及市場驗證後,也將是又一新的增長引擎。
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