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期利好价格和盈利。公司下游客户分散,2024 年前五大客户销售额合计占比低于30%,约78%的收入来源于非关联交易的第三方市场,具备较强的议价能力与成本传导力。该行认为,当前覆铜板行业供给偏紧、叠加铜价处于上行周期,有望驱动覆铜板价格和盈利双升。  该行续指,公司深度布局覆铜板上游原材料,2025 年于广东持续扩产低介电玻纤纱(5G、6G 通信和AI 服务器等高端通信领域需求)工厂以缓解产能瓶颈;

sp; 证券日报网讯 2月8日,云意电气在互动平台回答投资者提问时表示,公司氮氧传感器产品可配套应用于氢燃料发动机类汽车,适配其稀薄气体燃烧环节的SCR系统需求。(文章来源:证券日报)

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