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世華科技(688093.SH):A客户未公開相關信息,材料單機價值量公司無法測算
格隆匯 01-22 15:55

格隆匯1月22日丨世華科技(688093.SH)接受特定對象調研時表示,A客户未公開相關信息,材料單機價值量公司無法測算。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。

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