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國瓷材料(300285.SZ):據瞭解目前行業下游庫存已經恢復到合理區間,開工率也在恢復
格隆匯 06-05 14:06

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MLCC介質材料業務近況如何?行業是否回暖?”,公司回覆稱,公司MLCC介質材料業務在2022年下半年受到了市場需求不振的影響,導致開工率出現比較明顯的下滑,具體銷量方面全年呈現高開低走的走勢,去年三季度行業的最低點,2023年呈現出逐季反彈的趨勢。據瞭解目前行業下游庫存已經恢復到合理區間,開工率也在恢復,業內對行業復甦持謹慎樂觀的態度。

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