鋭明技術(002970.SZ):公司產品暫不涉及7納米芯片的使用
格隆匯11月11日丨鋭明技術(002970.SZ)公佈,海外是公司收入的重要來源地之一,對海外各地的經營風險等事項,公司一直秉承高度關注及重點優先解決的思路。您提及的問題,我們已經做好了充足的準備。一是公司於2022年底在越南投資興建了第一家海外智能製造中心,並於去年5月初建成投產經營,在美國加徵高額關税的情況下,越南工廠可優先向美國客户供貨。另外,我們出口到歐美主要國家的硬件產品的關鍵物料如主芯片、存儲、內存、電源芯片、AD芯片、HUB等物料,都是來自美歐日韓台等地,可滿足不同國家或地區的相關要求;還有就是公司產品暫不涉及7納米芯片的使用,美國對7納米芯片的制約不會對公司業務造成不良影響;三是我們在美國的產品銷售以ODM方式為主,鋭明本地沒有自主品牌,這對公司來説應該起到了一定的保護作用。未來,公司在美歐等地的業務拓展,會仍以貼牌為主;四是公司花費重金打造且已成熟應用的三級研發架構,可以支撐客户自己做產品定製開發,客户的技術能力上了一個新的台階,同時加強了公司與客户的業務粘性,對公司的收入增長起到了一定的保障。
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