國瓷材料(300285.SZ):MLCC漿料業務目前正處於國產替代的增長階段
格隆匯10月27日丨國瓷材料(300285.SZ)於2023年10月26日進行分析師會議,就“公司如何看待MLCC業務的復甦情況?”,公司回覆稱,公司MLCC介質材料業務在2022年下半年受到了市場需求不振的影響,導致開工率出現比較明顯的下滑,具體銷量方面去年呈現高開低走的走勢,去年三季度是行業的最低點,2023年開始呈現復甦趨勢,目前業內對行業復甦持謹慎樂觀的態度。公司MLCC漿料業務目前正處於國產替代的增長階段,預計漿料業務進展會比較順利。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.