德龍激光(688170.SH):公司目前在手訂單充足 較上年同期有較大增長
格隆匯2月2日丨德龍激光(688170.SH)近日在接待機構投資者調研時表示,受益於公司持續較高的研發投入及新產品佈局,公司目前在手訂單充足,較上年同期有較大增長。半導體板塊,公司在碳化硅、Micro LED巨量轉移、先進封裝等方面新產品先後投入市場,並陸續取得複製訂單;汽車電子方向訂單增速明顯,產品主要應用於汽車雷達自動化微組裝產品線、電機自動化組裝線、柔性電路板(FPC)、IGBT、車載玻璃、車窗電致變色膜、汽車抬頭顯示玻璃等切割、鑽孔、蝕刻;鈣鈦礦設備已取得頭部客户GW線首批訂單以及部分新客户訂單;鋰電池方面,包括激光除膜、激光清洗、激光烘烤等業內首創的新產品均已獲得頭部客户工藝驗證/批量訂單。公司將堅持研發創新,不斷增強公司核心技術及市場競爭力,穩步提升公司經營業績。
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