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研報掘金丨浙商證券:生益科技未來有望迎來成長新機遇,維持 “買入”評級
格隆匯 12-17 14:44
浙商證券研報指出,自2005年以來,生益科技(600183.SH)長期着手攻關高頻高速封裝基材技術難題,面臨國外技術封鎖的情況下,憑藉深厚的技術積累,目前已開發出不同介電損耗全系列高速產品,不同介電應用要求、多技術路線高頻產品,並已實現多品種批量應用。同時,在封裝用覆銅板技術方面,公司產品已在卡類封裝、LED、存儲芯片類等領域批量使用、突破關鍵核心技術,在更高端的以FC-CSP、FC-BGA封裝為代表的AP、CPU、GPU、AI類產品進行開發和應用。隨着終端產品去庫化、AI驅動、消費電子等下游需求回暖,同時公司不懈拓展海外市場,國產技術持續突破,海外工廠建設穩步推進,未來有望迎來成長新機遇,故維持 “買入”評級。
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