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研報掘金丨國盛證券:首予兆馳股份“增持”評級,體育賽事催化及面板升價有望迎來拐點
格隆匯 05-31 15:54
國盛證券研報指出,兆馳股份(002429.SZ)為電視ODM龍頭,受益沃爾瑪收購Vizio、體育賽事催化及面板升價有望迎來拐點。LED全產業鏈競爭壁壘鞏築,受益下游直顯示&背顯需求增長有望放量。LED封裝中COB技術良率突破,在小間距應用中滲透率提升迅速;應用端照明佔比最大,顯示領域貢獻最大增量。認為兆馳電視ODM基本盤穩健,LED縱向一體化能力持續深化下打開長期成長空間。首次覆蓋給予“增持”評級。
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