研報掘金丨廣發證券:予長川科技“買入”評級,目標價51.98元
廣發證券研報指出,長川科技(300604.SZ)深耕半導體測試設備領域,發展出了完善的產品矩陣,包括測試機、分選機、探針台等產品,通過內生、外延雙輪驅動迎來新一輪增長。進入24年之後,公司收入規模明顯改善,24年前三季度實現歸母淨利潤3.57億元,同比提高26858.78%。考慮公司在半導體測試領域的重要地位,且公司SoC測試機不斷放量,存儲測試機等不斷取得突破,給予25年40倍的PE估值,對應合理價值51.98元/股,給予“買入”評級。
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