中瓷電子(003031.SZ):上半年氮化鋁多層薄厚膜實現批量出貨並實現高速增長
格隆匯9月25日丨中瓷電子(003031.SZ)於2024年9月25日進行路演活動,就“公司下半年光通訊領域訂單是否有大幅增長?公司對明年的預期如何?”,公司表示,2024年光通信市場的繁榮給公司光通訊相關產品領域訂單帶來了一定增長,公司上半年氮化鋁多層薄厚膜實現批量出貨並實現高速增長,產品應用於400G/800G等高頻高速光模塊中,應用於AI智能和數據中心等新場景。公司時刻關注該類產品更新換代趨勢,緊跟市場及技術方向來加快新產品開發,項目產品結構將隨市場需求變化而調整。
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