海通證券:計算機板塊公司有望藉助併購重組實現技術升級和產業鏈整合
海通證券研報指出,“併購六條”尤其支持上市公司圍繞戰略性新興產業和未來產業進行轉型升級,通過併購整合資源、提升關鍵技術水平,並助力“兩創”板塊公司收購上下游資產。研報認為,計算機板塊將成為這一政策的受益者。隨着監管層推動併購政策的深化,計算機板塊公司能夠加快向新興行業滲透,藉助併購重組實現技術升級和產業鏈整合。計算機行業本身因高研發投入和高成長性需要大量資金支持,此次政策將引導更多資本流向該領域,進一步推動企業通過併購補充上下游資源,提升競爭力並擴大利潤增長空間。
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