東傑智能(300486.SZ):公司半導體倉儲主要集中在材料原料倉儲方面
格隆匯6月5日丨東傑智能(300486.SZ)召開電話會議,就“關於半導體倉儲項目?”
公司回覆稱,公司半導體倉儲主要集中在材料原料倉儲方面。與生產環節的AMHS(自動化物料搬運系統)相比,國際上主要由日本等廠家負責,其他競爭對手尚未取得成果。由於該行業進入門檻高,對客户的驗證週期長,因此長期來看,公司會根據戰略需要考慮通過外延併購的方式介入該領域。
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