世華科技(688093.SH):估計今年下半年整體都是比較平穩備貨的狀況
格隆匯11月7日丨世華科技(688093.SH)投資者關係活動記錄表顯示,在目前消費電子行業動能不足的背景下,產業鏈整體備貨都保持謹慎,公司在一些新項目上實現量產,三季度業績表現相對穩定。結合大客户新產品量產節奏的實際情況,估計今年下半年整體都是比較平穩備貨的狀況。公司也會積極關注市場和客户的情況,做好合理的生產安排和備貨。未來,公司也會持續專注於功能性材料業務,在現有複合功能性材料方面,加快新應用領域和新客户的拓展,同時加快光電材料和高效密封膠的業務拓展,做強營收能力,公司對明年發展充滿信心。
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