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廣信材料(300537.SZ):截至目前公司光伏用膠收入佔整體營業收入未達10%,與華為項目相關的收入佔整體營業收入未達10%
格隆匯 09-06 17:27

格隆匯9月6日丨廣信材料(300537.SZ)公佈股票交易異常波動公吿公司將光刻膠及配套材料延申至光伏領域的產品主要包括應用在BC電池用光伏絕緣膠、HJT等銅電鍍用光伏感光膠、TOPCon/HJT及其衍生TBC/HBC等XBC用抗氫氟酸蝕刻膠、XBC用抗電鍍膠、HJT/XBC/鈣鈦礦疊層的0BB點膠/串膠用光伏封裝膠等光伏新技術用膠。其中,BC電池用光伏絕緣膠已經隨着下游量產產能釋放實現銷售並爬坡,光伏感光膠、光伏抗蝕刻膠、光伏抗電鍍膠、光伏封裝膠等產品在小批量送樣測試中。公司2023年上半年光伏板塊實現收入約1,000萬元左右,目前月銷售量根據下游需求釋放爬坡至數百萬級,截至目前公司光伏用膠收入佔公司整體營業收入未達10%,目前佔比較小。

公司應用在華為相關的產品主要是消費電子結構件塗料,早期曾受益手機換機潮、華為手機銷量增長及公司國產替代搶佔外資供應商份額快速增長,近年受消費電子景氣度及華為事項影響,應用在與華為項目相關的營業收入從2019年約1.64億元下滑到2022年約0.27億元,也是公司塗料板塊邊際成本增高導致虧損並計提商譽減值的主要原因,目前仍處於恢復期。截至目前公司與華為項目相關的收入佔公司整體營業收入未達10%,目前佔比較小。公司塗料板塊目前經營策略是在穩固消費電子塗料的同時,積極拓展相關新能源汽車內外飾塗料、功能膜材塗料及金屬包裝塗料等領域的研發應用和市場推廣。

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