研報掘金丨長城證券:維持芯聯集成“增持”評級,24全年毛利率實現轉正
長城證券研報指出,芯聯集成(688469.SH)車載、消費領域收入同比高增, 24全年毛利率實現轉正。市場增長+國產替代雙輪驅動,SiC 業務營收突破十億。公司已經佈局了三條核心增長曲線,覆蓋不同的產品領域和應用方向。各增長曲線的循環協同效應和相互促進效果,保障了公司未來在營收上的持續穩定增長。考慮到公司SiC MOSFET、12寸硅基晶圓產品營收貢獻持續提升,成本結構的不斷優化、8英寸晶圓生產線設備陸續出折舊期,故上調公司盈利預測,維持“增持”評級。
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