世華科技(688093.SH):公司功能性材料應用於A客户的多類產品
格隆匯1月9日丨世華科技(688093.SH)接受特定對象調研時表示,經過多年合作,公司功能性材料應用於A客户的多類產品,如手機、平板、可穿戴設備、筆記本電腦等。配合客户的多樣化需求,公司的項目數量是持續增加的,不過每個項目的體量差異較大,幾十萬到幾千萬的都有。隨着公司的發展,目前我們更關注單個大項目的體量突破以及戰略項目的推進。結合同行業公司的情況、下游客户的需求等信息,我們估計A客户對功能性材料的需求至少有100億人民幣,空間很大,且目前主要是國外材料巨頭占主導地位。我們目前體量還比較小,在A客户材料中佔比也很低,公司還將持續提升綜合能力,繼續推動進口替代,擴大產品應用場景。
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