英傑電氣(300820.SZ):半導體及電子材料行業是公司佔比第二大的行業,2023年該業務佔比已接近20%
格隆匯7月17日丨英傑電氣(300820.SZ)在投資者互動平台表示,半導體設備用射頻電源是公司近期國產替代電源的典型代表,在此之前,公司在半導體設備和材料領域已經有電源產品的覆蓋,比如用於Mocvd的可編程直流電源,用於生產碳化硅、藍寶石、半導體硅等材料的設備電源。半導體及電子材料行業是公司佔比第二大的行業,2023年該業務佔比已接近20%,伴隨着公司射頻電源的量產以及進入到更多半導體制程設備電源的配套,該行業佔比正處於快速提升的進程中。
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