廣信材料(300537.SZ):公司傳統PCB光刻膠業務開展平穩
格隆匯7月7日丨廣信材料(300537.SZ)近期在接待機構調研時表示,公司傳統PCB光刻膠業務開展平穩,行業本身增長態勢穩定,下游行業增速大概為個位數穩定增長。前年由於產能擴張增速較快,後又受疫情封控、上游原材料波動和市場行情影響毛利有所下降,並且目前主要現金流會優先龍南基地的建設,預計會先戰略性放緩增速,待今年龍南基地投產,公司將根據行業趨勢和公司相關運營優化、產品結構調整、下游市場開拓,並將通過龍南基地集中優勢降低生產運營成本、通過自制樹脂降低原材料成本等多方舉措支持公司傳統業務穩步增長,進一步提高營收和盈利水平。
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