鼎龍股份(300054.SZ):不存在依賴美國市場的情形
格隆匯4月11日丨鼎龍股份(300054.SZ)在投資者互動平臺表示,1、公司現階段主要的收入和盈利驅動點在半導體業務板塊,該業務基本以國內市場爲主,相關產品均爲國產替代類關鍵材料,產品對標多家國際一流材料企業。如:全球CMP拋光墊產品主要由美國杜邦(Dupont)供應;全球CMP拋光液市場主要被美國卡博特(CMC Materials)、日本力森諾科(Resonac)、美國VSM(Versum Materials)和日本福吉米(Fujimi)等美日企業壟斷;高端晶圓光刻膠有日本合成橡膠(JSR)、東京應化(TOK)、信越化學、住友化學、富士電子等日本企業及美國杜邦、韓國東進等參與。上述材料產品,公司均有佈局,並在國內主流晶圓廠客戶取得訂單,實現國產替代,市場份額加速提升中。 目前,公司CMP拋光材料、半導體顯示材料業務均處於快速放量階段,半導體先進封裝材料、 高端晶圓光刻膠業務也於2024年取得了首張訂單並處於加速放量階段。2025年,公司將努力進一步擴大CMP拋光墊、CMP拋光液、清洗液及半導體顯示材料等產品的市場份額,並根據關稅政策等國際貿易形勢變化,在新的競爭態勢中適時調整競爭策略,積極推廣市場,努力推高全年銷售進一步增長。 2、在打印複印通用耗材業務板塊,上遊彩色碳粉、芯片產品盈利能力較強,以內銷爲主;耗材板塊中出口產品主要爲終端的硒鼓、墨盒產品,上述兩大類產品的出口區域廣泛分佈在歐洲、亞太、南美、北美等地區,不存在依賴美國市場的情形。市場及客戶結構具備較強的抗風險能力。 綜上,目前來看,關稅政策調整對公司整體業務發展帶來的機遇大於挑戰。公司將緊抓當前國內半導體材料國產替代的大機遇期,努力推高公司業績在新的市場形勢下的快速發展。
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