錫業股份(000960.SZ):錫金屬在電子工業及相關領域具有明顯的不可替代性
格隆匯7月12日丨錫業股份(000960.SZ)近期在接待機構投資者調研時表示,錫具有綠色、無毒、熔點低、導電性好等獨特金屬性質,其他金屬難以具有相似性質。同時,由於錫下游用途較為分散,且像消費電子產品等主要應用領域中單一產品用錫量較小,用錫成本佔比較低,終端對錫價敏感度較低。此外,考慮到錫應用經過長期穩定發展後,產業鏈上下游對錫加工已匹配了較完整的生產工藝和生產設備,具有較強的客户黏性和較高的轉換成本。因此,錫金屬在電子工業及相關領域具有明顯的不可替代性。
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