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研報掘金丨中原證券:長電科技Q3營收創歷史新高,維持“買入”評級

中原證券研報指出,長電科技(600584.SH)24Q3單季度營收創歷史新高,產品結構變化等因素影響短期毛利率。2024年以來,公司旗下工廠運營回升,產能利用率持續提升,各應用板塊業務均實現復甦企穩,通訊、消費、運算及汽車電子四大應用前三季度收入同比增幅均達雙位數。公司聚焦高性能先進封裝,強化創新升級,隨着半導體行業景氣度的回暖,有望推動業績持續增長。此外,收購晟碟半導體完成交割,提升公司存儲器封測全球競爭力。由於下游需求復甦相對緩慢,並且公司盈利能力有所下降,下調公司盈利預測,維持“買入”評級。

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