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瑞華泰(688323.SH):嘉興工廠處於設備調試的第一階段,力爭在今年2季度末實現產品試生產
格隆匯 03-02 20:29

格隆匯3月2日丨瑞華泰(688323.SH)於2023年2月1日接受機構調研時表示,嘉興項目是公司2022年重點工作目標之一,從全球看同時建設1600噸PI薄膜規模也屬首次,工程難度大。項目整體進度基本達到預期目標,目前土建內容已基本完成,其中4條主生產線和各工廠系統主體安裝工作基本完成,另外2條主生產線正在安裝中,各單項工程進入檢查階段,110KV變電站已通電。受疫情影響,主線調試工作略有滯後,公司計劃在節後開始啟動單機調試和聯調。嘉興產能釋放後,公司會生產些儲備的新產品,同時調整市場的應用板塊。第一板塊為高速通訊和柔性基材,集中面對消費和可穿戴電子領域;第二個板塊為交通和能源,主要針對軌道交通、高鐵和功能型應用;第三個為EV板塊,主要對應新能源汽車三電系統對PI的迫切需求;第四塊為信息顯示,包括漿料和柔性顯示的蓋板。

嘉興工廠處於設備調試的第一階段,先單機調試,再聯調把系統打通,力爭在今年2季度末實現產品試生產,但中間還有客户認證和導入的過程,也要考慮到產品和市場的匹配程度。

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