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中國巨石(600176.SH):現已形成10億米的電子布產能 規模全球第一
格隆匯 05-19 14:45

格隆匯5月19日丨中國巨石(600176.SH)在2023年5月17日接受調研時表示,電子布方面,受到一季度宏觀經濟和行業需求影響,市場需求不旺,下游終端需求中服務器、新能源汽車等訂單表現平淡,消費電子開機率不足,覆銅板短期需求量不達預期,加上電子布庫存有所增加,導致價格壓力增大。二季度開始銷量開始明顯增加,庫存壓力緩解。根據Prismark預測,未來PCB下游增速較高的領域主要在服務器/存儲器、汽車電子、有線無線基礎設施等領域,整體複合增速有望達到5%以上。公司現已形成10億米的電子布產能,規模全球第一,且具備絕對的成本優勢,待下游需求恢復改善後,電子布將可帶來較高的利潤彈性。

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