福斯特(603806.SH):有FCCL、感光覆蓋膜等電子材料在培育中
格隆匯7月15日丨福斯特(603806.SH)在互動平臺表示,福斯特603806目前擁有感光幹膜設計產能3.16億平方米,是國產感光幹膜龍頭企業,已覆蓋深南電路、鵬鼎控股、TTM 迅達科技集團公司、安捷利美維、東山精密、滬電股份、健鼎電子、景旺電子、生益電子、南亞電子、超穎電子等行業頭部企業,產品將圍繞 AI服務器等高端需求拓展至封裝基板領域。隨着在全球頭部PCB客戶中的供應佔比提升,有望進入量利齊增的發展階段。除感光幹膜產品外,公司還有FCCL、感光覆蓋膜等電子材料在培育中,未來將成爲全球爲數不多的全品類電子材料供應商。
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