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萬盛股份(603010.SH):工程塑料阻燃劑已經在手機、筆記本電腦等電子電器設備中得到廣泛應用
格隆匯 09-04 19:10

格隆匯9月4日丨萬盛股份(603010.SH)在業績説明會上表示,AI算力的加強,勢必會加強芯片熱功耗的需求,熱功耗提高,局部的温度也會提高,不管是外面的工程塑料阻燃劑的性能,還是芯片基材,包括覆銅板的阻燃性能要求會提高,性能提高之後,就會需要更好的阻燃劑或者阻燃劑的添加量會增加。公司工程塑料阻燃劑已經在手機、筆記本電腦等電子電器設備中得到廣泛應用,若AI筆電帶動新一波換機潮,將會拉動公司工程塑料阻燃劑及新產品覆銅板阻燃劑的增長。

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