柏誠股份(601133.SH):目前在手訂單充足,其中半導體及泛半導體產業佔比在80%以上
格隆匯10月9日丨柏誠股份(601133.SH)接受特定對象調研時表示,本輪半導體產業國產替代提速,以及光伏新能源先進產能快速擴建,帶動潔淨室行業需求放量,公司目前在手訂單充足,其中半導體及泛半導體產業佔比在80%以上。
截至2023年6月30日,公司在手訂單(即:尚未確認收入部分)金額28.68億元(不含税),較上年同期增長55.36%;2023年7月1日至8月24日(半年報披露時點),公司新增訂單6.70億元(不含税),主要為半導體及泛半導體產業訂單。
從目前情況來看,我們對國內半導體行業發展持樂觀態度,向好趨勢不變;新型顯示產業市場需求穩定,光伏新能源市場需求持續向上,生命科學、食品藥品大健康產業市場需求有待復甦。
公司始終圍繞半導體及泛半導體、新型顯示、生命科學、食品藥品大健康等國家重點產業領域,同時抓住本輪國內下游半導體行業需求快速增長的市場機遇,不斷開拓業務,項目訂單持續增加。
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