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研報掘金丨開源證券:中微公司往平台型公司方向加速拓展,維持“買入”評級
格隆匯 04-28 15:08
開源證券研報指出,中微公司(688012.SH)2024Q1營收同比持續增長,高端刻蝕設備快速放量。公司作為國內刻蝕龍頭,往平台型公司方向加速拓展,維持“買入”評級。由於2024一季度二級市場股價下跌,公司持有的股權投資本期公允價值減少約4077萬元,同比-0.41億元。基於客户旺盛的需求和對市場的信心,公司繼續加大研發力度,積極推動多款新產品研發。據悉,公司已有多款設備產品進入市場,其中部分設備已獲得重複性訂單,其他多個關鍵薄膜沉積設備研發項目正在順利推進。
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