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研報掘金丨長城證券:維持華天科技“增持”評級,看好先進封裝領域需求持續旺盛

長城證券研報指出,受存儲器下游市場應用端回温、人工智能與高性能計算等應用風潮推動,看好先進封裝領域需求持續旺盛。未來隨着華天科技(002185.SZ)先進封裝產業規模持續擴大,汽車電子封裝產品有序量產並推進銷售,看好先進封裝產能持續吃緊,未來公司產品能夠滿足市場需求,給公司業績帶來更多增量。結合公司2024年前三季度營收表現,故上調公司全年營收預測,但考慮到公司為順應市場需求持續投入佈局先進封裝產能,研發費用及財務費用對公司利潤端的影響較大,調整公司2024-2026年盈利預測,預計公司2024-2026 年歸母淨利潤為5.55/9.55/12.90 億元, 對應EPS 為0.17/0.30/0.40 元,對應PE 為71/41/31 倍。維持“增持”評級。

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