研報掘金丨羣益證券:華海清科產品矩陣進一步豐富,給予“買進”建議
羣益證券研報指出,華海清科(688120.SH)收購參股子公司芯嵛半導體剩餘82%的股權,作價10億元,標的公司從事低能大束流離子注入設備研發製造,相關產品已發往客户端驗證。通過此次收購,公司在半導體離子注入設備領域佈局進一步深入,結合公司現有CMP設備業務以及快速起步的減薄設備業務,公司產品矩陣進一步豐富,長期影響正面。預計公司2024-26年淨利潤9.7億元、12.7億元和15.7億元,同比增長33%、32%和24%,EPS分別為4.05元、5.34元和6.64元,目前股價對應2024-26年PE 分別為42倍、32倍、26倍、給予買進建議。
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