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研報掘金丨中泰證券:長電科技盈利能力逐步修復,予“買入”評級
格隆匯 12-18 15:49
中泰證券研報指出,長電科技(600584.SH)在中國、韓國和新加坡擁有八大生產基地和兩大研發中心,深入全球化佈局。同時,公司積極拓展汽車電子等新興領域,並積極擴建先進封裝產能,進一步拓寬成長空間。從業績來看,隨着行業景氣度回暖與公司佈局迎來回報,24Q3 營收創歷史同期新高,下游需求持續修復帶動營收新高,營收增長攤薄期間費用,盈利能力逐步修復。考慮到公司在在半導體封測領域的技術優勢,且深度佈局SiP、2.5D/3D等先進封裝技術,有望受益於雲端/終端AI發展紅利與汽車等新興市場發展紅利,結合公司估值情況,給予公司“買入”評級。
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