江波龍(301308.SZ):Zilia 2024Q3收入及利潤仍然保持着積極向上的態勢
格隆匯11月4日丨江波龍(301308.SZ)在投資者關係表示,今年上半年Zilia實現收入9.91億元,為公司貢獻了正向收入及利潤,Zilia2024Q3收入及利潤仍然保持着積極向上的態勢。Zilia的收購作為公司加大海外市場開拓的具體舉措,公司將以自身的技術與產品設計方案為Zilia賦能,發揮Zilia貼近本地客户、自研技術、綜合存儲產品、本地製造的優勢,為海外客户提供更優質的服務,擴大公司的海外市場份額。
江波龍的研發和量產技術能力、產業鏈資源,與Zilia的本地服務能力形成的有機組合,能夠為公司國際業務的中長期發展起到基礎性作用。從更長期的角度來看,以Zilia為代表的江波龍國際供應鏈平台,將為我國國產存儲晶圓產能參與國際市場競爭提供全新的解決思路及支撐平台。
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