You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
TCL中環(002129.SZ):預期2023年將面臨落後產能或已關閉產能過剩,優勢產能結構性緊缺的情況
格隆匯 04-02 15:23

格隆匯4月2日丨TCL中環(002129.SZ)於2023年3月30日15:30-17:30召開2022年度業績説明會,公司表示,2023年,166及以下的泛8英寸硅片預測將迅速退出,以210尺寸為代表的大尺寸硅片市場需求將迅速提升,同時結合各環節、公司擴產及達成情況,預期2023年將面臨落後產能或已關閉產能過剩,優勢產能結構性緊缺的情況。公司作為市場中210主要供應商,210市場佔有率全球第一,同時,公司不斷加大研發投入,注重技術創新,圍繞降本增效的路徑持續提升公司核心競爭力,在硅片產品端,公司晶體、晶片的綜合技術實力領先同行約24-36個月;結合原材料價格下行週期,公司製造優勢將進一步凸顯。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account