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天嶽先進(688234.SH):臨港工廠第一階段30萬片的產能產量目標將比原計劃更早達成
格隆匯 12-18 08:51

格隆匯12月18日丨天嶽先進(688234.SH)接受特定對象調研時表示,目前公司擴產順利,產能產量快速提升,自2022年一季度以來,公司連續六個季度實現了季度收入環比增長。公司對包括英飛凌等客户交付進度良好,特別是公司上海臨港工廠2023年5月開啟產品交付,目前仍處於產量的快速爬坡階段,將有力保障客户長短期訂單的順利交付。根據目前市場需求情況預計,臨港工廠第一階段30萬片的產能產量目標將比原計劃更早達成,這將為公司長期訂單的順利交付提供堅實基礎。目前下游應用領域對碳化硅的需求保持強勁增長趨勢,公司下游客户擴產規劃明確,帶動對公司產品需求的長期持續增長。公司將根據市場情況合理安排產能建設進度,抓住市場機遇,助力行業發展。

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