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世華科技(688093.SH):公司功能性材料應用於A客户的多類產品
格隆匯 09-11 16:29

格隆匯9月11日丨有投資者向世華科技(688093.SH)提問:公司與A客户合作情況介紹。

世華科技回覆:經過多年合作,公司功能性材料應用於A客户的多類產品,如手機、iPad、可穿戴設備、筆記本電腦等。配合客户的多樣化需求,公司的項目數量是持續增加的,不過每個項目的體量差異較大,幾十萬到幾千萬的都有,現在單個項目的體量在逐步變大。隨着公司的發展,目前我們更關注單個大項目的體量突破以及戰略項目的推進。結合同行業公司的情況、下游客户的需求等信息,我們估計A客户對功能性材料的需求至少有100億人民幣,空間很大,且目前主要是國外材料巨頭占主導地位。我們目前體量還比較小,在A客户材料中佔比也很低,公司還將持續提升綜合能力,一方面繼續推動進口替代,另一方面在新產品、新項目上爭取機會,除手機外,加強拓展在筆電、平板等終端產品上的關鍵應用點。部分料號是獨供,出於供應鏈安全和成本的考慮,還有部分料號存在2家材料供應商。市場上對功能性材料的定義有所差異,客户也未披露詳細信息,公司無法測算其產品中材料的單機價值量。

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