研報掘金丨華金證券:江豐電子完善海外戰略佈局,給予買入-A建議
格隆匯8月2日丨華金證券1日研報指出,江豐電子(300666.SZ)韓國建廠緊抓客户需求,完善海外戰略佈局。由於國內半導體市場及客户需求的擴大,公司境外銷售佔比逐年下降,但仍保持較高比例;2022年境外營收佔比為54.4%。除了深耕超高純金屬濺射靶材領域,公司橫向佈局半導體精密零部件,打造第二增長曲線。更多機牀部署加速產能擴充,廣東江豐精密首批設備順利搬入。產能有望邁上新台階。考慮到江豐電子在國內高純濺射靶材領域龍頭地位,併為國際中少數掌握超高純鉭靶材/銅靶材及環件核心技術廠商之一,持續推薦,給予買入-A建議。
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