研報掘金丨華鑫證券:中微公司刻蝕+MOCVD雙輪驅動成長,維持“買入”評級
華鑫證券研報指出,中微公司(688012.SH)上半年業績大幅提升,刻蝕+MOCVD雙輪驅動成長。公司上半年刻蝕設備在國內外的市佔率不斷提高,實現收入17.22億元,同比增長約32.53%;MOCVD設備在藍綠光LED生產線上繼續保持絕對領先的地位,實現收入2.99億元,同比增長約24.11%。公司積極拓展在泛半導體關鍵設備領域應用,探索其他新興領域的機會。Prismo UniMax®設備拓展了公司的MOCVD設備產品線,公司正與更多客户合作進行設備評估,擴大市場推廣。公司還啟動了應用於碳化硅功率器件外延生產設備的開發,目前實驗室樣機取得初步進展,將於2023年內交付樣機至客户端開展生產驗證。該行看好公司在集成電路+泛半導體領域關鍵設備的業務佈局,維持“買入”評級。
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