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振华风光(688439.SH):目前已有6款产品可应用于T/R组件,部分已开始小批量订货

Core Viewpoint - The delivery cycle for T/R chips has been extended to 12-18 months, reflecting overall industry demand growth and current supply chain conditions [1] Company Summary - The company has six products applicable to T/R components, with some already starting small batch orders [1] - The company will continue to optimize capacity layout and supply chain management to ensure order delivery [1] Industry Summary - The extension of the delivery cycle indicates a significant increase in industry demand [1] - Current supply chain conditions are impacting the availability of T/R chips [1]