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天風證券:半導體設備迎來發展機遇 予天通股份“買入”評級
格隆匯 01-06 17:11
格隆匯1月6日丨天風證券指出,天通股份佈局圍繞“聲光電”,打造多元化平台。新興領域崛起,軟磁鐵氧體迎來全新市場。單晶硅廠商擴產,光伏設備訂單充足。SAW濾波器加速發展,打開壓電晶體材料全新空間。晶圓產能吃緊,半導體設備迎來發展機遇。預計19-21年,公司實現歸母淨利潤1.75/3.20/5.03億元,選取北方華創和晶盛機電作為可比對象,平均PE為51.24倍,出於謹慎原則,給予公司2020年42.00倍PE,目標價13.49元,給予“買入”評級。
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