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國瓷材料(300285.SZ):蜂窩陶瓷進展比較順利,目前已在商用車、乘用車、非道路機械和船機等應用領域實現了全面突破
格隆匯 06-05 14:07

格隆匯6月5日丨國瓷材料(300285.SZ)於2023年6月2日下午15:00-17:30召開業績説明會,交流環節中,就“公司蜂窩陶瓷產品目前國產替代進展如何?催化業務幾個產品的協同效應如何體現?”,公司回覆稱,公司蜂窩陶瓷進展比較順利,目前公司已經在商用車、乘用車、非道路機械和船機等應用領域實現了全面突破,也取得了一系列的公吿。公司從國六開始切入尾氣催化領域,逐步能夠與國際巨頭同場競技。

目前公司在汽車尾氣催化領域主要佈局了蜂窩陶瓷、鈰鋯固溶體、分子篩等產品,上述產品具有高度的客户協同性,公司可以充分發揮材料端的優勢,為客户提供定製化的產品服務。因為蜂窩陶瓷是法規件,所以前期重點以推進蜂窩陶瓷為主,目前公吿進展相對順利,接下來鈰鋯固溶體和分子篩將協同蜂窩陶瓷一起進入下游客户。

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