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世華科技(688093.SH):位於張家港的密封膠材料製造基地將於年內試生產
格隆匯 06-25 15:36

格隆匯6月25日丨世華科技(688093.SH)接受特定對象調研時表示,近幾年,公司持續加強產品開發創新,優化產品結構,對主營業務、增長業務和種子業務均做好了產品規劃。其中,電子複合功能材料是公司的主營業務,其在2020年總營收中佔比不到50%,到2023年佔比已超過80%,是目前公司營收最為重要的組成部分,也是公司發展的核心驅動力,公司在該類業務上將持續拓展新客户和新的應用場景。其次,光電類材料是公司的增長業務,具有驗證難度大、驗證週期長、技術門檻高但是體量大的特點,公司已有新產品在2023年實現認證量產且目前在逐漸放量的過程中,公司仍在持續推動新產品的驗證工作。另外,密封膠產品是公司的種子業務,位於張家港的密封膠材料製造基地將於年內試生產,公司在消費電子領域的密封膠產品應用預計會優先落地,未來高效密封膠產品也是公司新的增長點。從長期戰略佈局來看,公司將持續專注功能性材料這一賽道,整體產品結構在未來將以複合功能材料、光電材料、高效密封膠為主。

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