研報掘金丨開源證券:長電科技23Q4業績環比持續改善,維持“買入”評級
開源證券研報指出,長電科技(600584.SH)2023Q4業績環比持續改善,全面佈局先進封裝,維持“買入”評級。根據台積電2023年度法説會,預計公司2024年底CoWoS產能將同比翻倍,但仍無法滿足市場需求;並計劃2025年將持續擴產,預計未來幾年CoWoS、3D-IC、SoIC等先進封裝相關市場CAGR將超50%。長電科技作為國內本土封測廠龍頭,在面向高性能、先進封裝技術和需求持續增長的汽車電子、工業電子及高性能計算等領域持續投入,重點發展SiP、WL-CSP、FC、eWLB、PiP、PoP及XDFOI?系列等先進封裝技術,有望充分受益於新一輪行業應用需求增長。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.