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天嶽先進(688234.SH):臨港工廠第一階段年30萬片導電型襯底的產能產量將提前實現

格隆匯11月20日丨天嶽先進(688234.SH)接受特定對象調研時表示,全球及國內在新能源汽車、新能源發電和儲能等終端市場需求增長推動下,行業對碳化硅襯底需求旺盛。碳化硅半導體領域將迎來長期發展機會。由於碳化硅半導體材料製備具有較高的技術壁壘,目前國內外僅包括公司在內的少數企業具有規模化供應能力。公司積極優化產能佈局,目前已形成山東濟南、上海臨港、山東濟寧碳化硅半導體材料生產基地。

根據目前公司在手訂單及合作客户需求情況預計,臨港工廠第一階段年 30 萬片導電型襯底的產能產量將提前實現,上海臨港工廠將成為公司導電型碳化硅襯底主要生產基地。此外,公司正規劃繼續通過技術提升和增加資本投入以進一步提高公司的產能產量。臨港工廠第二階段的產能提升也已經在規劃中,公司主要根據下游市場情況做好產能佈局。

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