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研報掘金丨華鑫證券:德龍激光今年訂單增速明顯,維持“增持”評級
格隆匯 11-21 14:30

華鑫證券研報指出,德龍激光(688170.SH)擬收購德國康寧激光,先進封裝、MicroLED激光加工設備前景廣闊。有助於公司在激光精細微加工及晶圓加工領域進行產品延伸,同時擴充宏觀加工產品線。由於訂單驗收週期長、研發費用增加等因素導致公司今年收入及利潤同比承壓,但看好公司在半導體及新能源領域激光加工設備的佈局及研發能力,且公司今年訂單增速明顯,設備驗收週期多在6-12個月,看好公司明年重回增長通道,維持“增持”投資評級。

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