至純科技(603690.SH):已經平替國外廠商的設備,市佔率已經超過國際供應商
格隆匯5月14日丨至純科技(603690.SH)在投資者互動平臺表示,若恢復進口同類設備,公司經營業績不會受到影響。公司構建產品和服務的能力,本來就是基於和國際優秀廠商競爭來作爲基礎的。 本土半導體設備廠商真正的機會一定是在國產化進程推動下有機會得到下遊廠商的使用,並構成反饋環不斷迭代設計,能在良率和效率上追平國外供應商。這些年的打磨中,公司的產品一直在進步。在高純氣體化學品設備方面,公司已經平替國外廠商的設備,市佔率已經超過國際供應商。在溼法設備方面,公司經歷了開發、供應鏈在地化、軟件升級等一系列過程,也具備了批量穩定供應的能力,依託自主可控的技術攻堅能力與生態共建的協同效應,也有信心在溼法領域做到平替。
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.