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高測股份(688556.SH):公司半導體、藍寶石等產品競爭力持續領先 訂單穩步增長
格隆匯 08-01 07:17

格隆匯8月1日丨高測股份(688556.SH)近期在接待機構投資者調研時表示,公司業績快速增長一方面受益於光伏行業大環境的景氣度,另一方面來自於公司核心競爭力的不斷提升以及公司的商業邏輯及商業模式得到市場的不斷驗證與認可。2023年上半年光伏行業市場需求旺盛,公司光伏設備產品競爭力持續領先,龍頭效應顯著,訂單大幅增加;依託於“切割設備+切割耗材+切割工藝”的數據閉環優勢,公司金剛線生產工藝不斷進步,產品品質不斷提升,競爭力持續增強,金剛線產能及出貨量大幅提升;公司硅片切割加工服務規模優勢凸顯,技術閉環專業化分工優勢明顯,產能持續釋放;公司半導體、藍寶石及磁材創新業務設備及耗材產品競爭力持續領先,訂單穩步增長,同時公司在碳化硅金剛線切割領域持續保持領先地位,市場滲透率快速提升,訂單大幅增加。

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