至純科技(603690.SH):12"爐管設備已交付客户驗證
格隆匯6月6日丨至純科技(603690.SH)近期接受特定對象調研時表示,公司進行設備新品種的延展主要是從偏商業的角度去考量,目前公司爐管和塗膠顯影設備主要聚焦6"/8"線的設備交付,設備銷售完全市場化競爭,以設備性價比、質量取勝,採用多品類多客户的商業策略。12"爐管設備已交付客户驗證。
公司進行設備新品類的延展主要是從偏商業的角度去考量,國產替代率低、國內還有較大市場需求、公司基於現有業務能力圈同時有能力儲備,並能進一步整合到資源有能力去做的細分領域,我們會去嘗試開拓並希望能儘快形成有效訂單。我們的研發都是作為投資項目來管理,形成任何研發立項都是從市場作為重要輸入並以產品開發成功後一個階段的市場經營成果作為最後的輸出來評價。
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