西部超導(688122.SH):CFETR項目的需求未來空間較大,公司已開始向其供貨
格隆匯5月19日丨西部超導(688122.SH)於2023年5月16日下午14:00-17:00召開業績説明會,交流環節中,就“1、是否面向國內半導體硅片廠銷售超導磁體?是否與滬硅產業、TCL中環、奕斯偉等客户建立了合作關係?2、CFETR項目對於超導線材的需求規模和價值有多大?何時開始交付?3、鈮鈦錠棒和鈮鈦線材的售價,哪一個更貴?4、鈮鈦錠棒的市場規模及公司市佔率”,公司回覆稱,1.公司已向下遊相關客户銷售MCZ磁體。2.CFETR項目的需求未來空間較大,公司已開始向該項目供貨。3.鈮鈦錠棒經過相關工藝加工生產成為鈮鈦線材。4.鈮鈦錠棒的市場規模隨着鈮鈦線材的需求增加不斷的增大,公司是全球生產鈮鈦錠棒的主要企業之一。
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