英傑電氣(300820.SZ):目前已經具備了一定的國產替代能力,正朝着全面國產替代有序推進
格隆匯4月11日丨英傑電氣(300820.SZ)在投資者互動平臺表示,公司在半導體設備電源領域一直保持對國內市場的密切關注與研究,需要提醒您注意的是,您所提及的有關數據,因不同研究機構所採用的調研方法、覆蓋範圍及數據來源存在差異,此類推測數據僅可作爲參考,並非行業權威定論。 一直以來,半導體設備的高端電源原有國產化率非常低,用於半導體刻蝕設備以及 PECVD 薄膜沉積的電源以前更是幾乎全部依靠國外進口。近些年,經過包括我公司在內的國內電源廠家的共同努力,目前已經具備了一定的國產替代能力,正朝着全面國產替代有序推進。我公司研發的用於半導體關鍵製程環節設備的電源已經於2023年9月以後開始部分型號向重點客戶批量供貨,目前量產的型號數量正在逐步增加。 關於問題中您提到的目前依靠國外進口的具體比例,行業內暫未有公開統一的權威統計,據我們瞭解,用於半導體設備的高端電源當前處於海外渠道限供或禁供狀態,對於公司而言,未來市場空間大固然是好事,但必須通過紮實的技術突破把數字化的市場規模落實到公司實實在在的訂單上,才能真正助力公司的經營業績提升,目前公司這部分業務的佔比處於穩步提升的狀態。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.