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岱勒新材(300700.SZ):公司目前只在碳鋼絲母線拉絲環節有些投入,自制母線僅佔10%左右
格隆匯 05-15 14:35

格隆匯5月15日丨岱勒新材(300700.SZ)於2023年5月10日、5月11日接受特定對象調研,就“母線自制的比例怎麼樣?”,公司回覆稱,公司目前只在碳鋼絲母線拉絲環節有些投入,自制母線僅佔10%左右。母線主要還是靠外購,目前市場上母線企業資源也還比較豐富。

鎢絲母線方面,公司目前主要是從中鎢和廈鎢採購,但目前採購量還是非常受限,未來公司一定會通過加深合作的方式來大規模、快速解決鎢絲母線的供應問題。

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