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錫業股份(000960.SZ):光伏焊帶錫、新能源車用錫等需求仍保持較高增速
格隆匯 07-12 08:27

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,錫終端應用領域主要包括家電、消費電子、汽車電子、芯片、化工、馬口鐵等領域。今年以來,新能源領域中如光伏焊帶錫、新能源車用錫等需求仍保持較高增速,傳統消費電子焊料用錫需求總體呈現弱復甦。此外,在 AI 算力提升等相關領域應用帶動下,錫焊料需求有望逐步復甦回暖,錫需求預期存在進一步改善空間。

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