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世華科技(688093.SH):依託現有複合功能材料主營業務 加快光電材料和高效密封膠業務拓展
格隆匯 08-02 07:47

格隆匯8月2日丨世華科技(688093.SH)近期在接待機構投資者調研時表示,公司業務主要劃分為主營業務、增長業務和種子業務。首先堅持主營業務的核心地位,保障公司經營基本面的持續成長,其次通過增長業務為公司延續增長能力,同時也在持續孵化種子業務。公司堅持在電子複合功能材料這一主營核心業務方向的研發創新並推動其項目價值量增加,未來增長方向包括橫向應用領域拓展、大客户不同產品條線拓展以及新客户拓展等。

光電顯示材料是公司的增長業務,具有驗證難度大、驗證週期長、技術門檻高但是體量大的特點,公司目前正致力於建立穩定的光學產品量產能力,有望在今年實現較好突破。高效密封膠產品是公司的種子業務,目前在多個客户端正處於積極的打樣驗證階段。隨着公司綜合能力的提升,公司近年來與各類客户合作的項目都在不斷增加,未來一方面是繼續推動進口替代,另一方面是在新產品、新項目上爭取機會,比如2022年已經實現量產的生物基材料,這是在環保、減碳背景下產生的新需求。整體來説,依託現有複合功能材料主營業務,加快光電材料和高效密封膠的業務拓展,做強營收能力,形成持續創新、穩健經營的競爭優勢。

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