研報掘金丨東北證券:光啟技術擬協議轉讓股份引入戰投,首予“買入”評級
東北證券研報指出,光啟技術(002625.SZ)擬協議轉讓股份引入戰投,產能持續擴張助力增長,首次覆蓋,給予“買入”評級。公司控股股東西藏映邦實業發展有限公司,擬通過協議轉讓其持有的公司股份不低於215,458,788股(佔公司總股本的比例為10.00%)引進戰略投資者。公司專注於超材料技術基礎研究和產業化發展,目前已掌握新一代超材料產品的深度計算、智能製造以及高效測試等核心技術,產品獲得核心軍工客户認可。目前公司正在加快709基地二期投產進度及新基地籌建速度,以滿足未來更大規模的研製和生產任務。
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