安信證券:晶盛機電受益於行業擴產浪潮 給予“買入”評級
安信證券發佈投資研究報告,單晶硅片迎擴產浪潮,龍頭設備商有望集中受益。 晶盛機電作為國內長晶爐龍頭,已進入國內主流硅片商供應體系,且中環採購份額較大,公司後續有望充分受益於行業擴產浪潮。我國2020 年半導體硅片總投資355億元,其中設備市場空間266億元。隨着半導體景氣度持續上升,公司未來發展空間廣闊。給予“買入-A”評級, 6 個月目標價18.04元,對應2020年22倍動態市盈率。
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