勁拓股份(300400.SZ):光電顯示設備方面,公司長年與京東方等核心客户深度合作
格隆匯11月10日丨勁拓股份(300400.SZ)近期在接待機構投資者調研時表示,電子裝聯業務方面,公司電子裝聯業務收入主要來自於電子熱工設備,熱工設備在行業內市場地位和市場佔有率領先。公司還將繼續保持與核心客户的深度合作,把握海內外市場機會,不斷提升市場佔有率。
半導體專用設備方面,公司生產的半導體專用設備目前主要為芯片封裝的熱處理設備,產品對標美國等國產品和技術成熟度較高的企業。半導體專用設備從2022年開始規模化銷售,市佔率具有較大提升空間,系公司目前集中資源培育發展的戰略級業務。
光電顯示設備方面,公司長年與京東方等核心客户深度合作,部分設備產品系為突破海外技術封鎖應運而生,具有國產替代實力。公司將視主要客户的固定資產投資需求,積極把握機遇擴大銷售規模。
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