新萊應材(300260.SZ):因受地緣政治和貿易摩擦等因素影響,整體訂單有所下滑,產能利用率下滑
格隆匯5月18日丨新萊應材(300260.SZ)於2023年5月17日(星期三)下午15:00-17:00召開業績説明會,就“請問目前半導體行業的國內取代對未來公司訂單的影響展望如何?目前公司的產能利用率如何?”,公司回覆稱,半導體產業國產化是大勢所趨,公司處於半導體設備及廠務端零部件領域,目前國產化佔比較低。受地緣政治和貿易摩擦等因素影響,未來該領域國產化佔比勢必將逐步提高。目前公司按照原有的擴產計劃產能陸續建設完成,但是因受地緣政治和貿易摩擦等因素影響,整體訂單有所下滑,產能利用率下滑。
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.