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三孚新科(688359.SH):随着PCB上游覆铜板供应商等调涨价格,公司下游PCB制造企业的成本将受到冲击

Sanfu Xinke (688359.SH): As upstream PCB suppliers and others raise prices, the costs of the company's downstream PCB manufacturers will be impacted

Gelonghui Finance ·  Mar 27 18:32

Gelonghui, March 27丨Sanfu Xinke (688359.SH) said on the interactive platform that since the cost of copper accounts for a small share of our company's product costs, and the chemicals we provide are not the main source of the main product costs for downstream customers, but the company's impact is limited; however, as upstream PCB suppliers and the like raise prices, the costs of the company's downstream PCB manufacturers will be impacted, and the rise in copper prices will increase the cost pressure on downstream PCB manufacturers. Relevant manufacturers will pay more attention to cost reduction and efficiency, which is beneficial Accelerating the import substitution of the company's PCB electronic chemicals and the application of the new “copper reduction instead of copper” process will play a positive role in promoting the company's related product technology. In the PCB field, the main competitors of the company's products are international multinational companies such as Ammett, Rohm and Haas, and Medemilex. Since domestic production factor costs are lower than developed countries, the company's product costs are lower than the level of international giants in the industry. While the performance indicators of the company can meet customer requirements, the current rise in raw material prices will further accelerate domestic substitution; in addition, the company's innovative medium- and low-temperature aluminum-substituted copper plating process can be used to form a thin copper layer on the surface of aluminum foil or aluminum-based soft board to form aluminum-based copper foil or aluminum-based soft board, achieving “” The “copper-aluminum combination” scheme is an alternative to the traditional “all-copper” scheme, reducing the consumption of copper metal, thereby saving copper costs for downstream customers. This innovative process has the advantages of simple process and low comprehensive cost, and will later penetrate more electronic fields. We will continue to use our strengths, increase innovation, and improve product performance and quality to cope with market changes and seize development opportunities.

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