世華科技(688093.SH):目前公司正在積極推動其他光學類產品的打樣驗證工作,有望在今年繼續實現一些新產品的量產銷售
格隆匯6月5日丨世華科技(688093.SH)投資者關係活動記錄表顯示,光電類產品的市場空間是比較大的,從全球市場來看,至少能夠達到幾百億元人民幣的級別,日系、美系的公司佔領市場主要地位。光電類的單一項目體量大的可以達到幾十億元左右的級別。2023 年上半年,公司光學產線順利投產,光電類新產品實現新客户認證並量產銷售,打破國外企業壟斷,實現進口替代,目前已在逐漸放量的過程中。為提高光學材料的產能和生產效率,公司已為此新增一條新的高速產線,預計今年可以投入使用。光電材料持續穩定的量產,是非常重要的。由於過去幾年公司在光學材料上的持續沉澱和積累,公司能力得到了客户的認可,目前公司正在積極推動其他光學類產品的打樣驗證工作,有望在今年繼續實現一些新產品的量產銷售。
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