斯瑞新材(688102.SH):公司的主要客户有Finisar、天孚通信、環球廣電和東莞訊滔等
格隆匯9月17日丨斯瑞新材(688102.SH)接受特定對象調研時表示,公司將鎢銅合金材料核心製備技術延伸應用於光模塊芯片基座材料,佈局數字新基建領域,同時支持光通信行業向400G、800G、1.6T快速發展。光模塊下游需求拉動光模塊芯片基座材料需求快速增長,公司在鎢銅材料製備、成品加工方面進行持續投資,2023年上半年公司年產200萬件產能建設進展順利,實現銷售收入同比較快速增長。公司的主要客户有Finisar、天孚通信、環球廣電和東莞訊滔等。
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