斯瑞新材(688102.SH):數據中心和算力中心的建設規模和要求也將不斷提高,光模塊芯片基座產品將快速增長
格隆匯5月17日丨斯瑞新材(688102.SH)於2023年5月16日15:00-17:00召開業績説明會,問答環節中,就“今年業績大概能增長多少,有沒有新的增長點”,公司回覆稱,公司業務應用領域廣,產品種類多,在穩步推進原有產業的同時,不斷加大新技術的產業化能力。
(1)高強高導銅合金材料及製品領域,受益於新能源汽車的快速發展、液體火箭發動機推力室內壁及其他新領域的不斷開拓,該產品中的這兩個方向增長勢頭會比較好。
(2)隨着兩機專項和超超臨界對高端高温合金的需求增加,高性能金屬鉻粉業務發展較快。
(3)醫療用CT和DR球管零組件,隨着下游市場拉動和公司產能不斷擴大,該業務會實現較快增長。
(4)隨着雲計算及AI對高速、高帶寬、高可靠性的光通信設備的需求不斷增加,數據中心和算力中心的建設規模和要求也將不斷提高,光模塊芯片基座產品將快速增長。
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