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研報掘金丨東北證券:首予華豐科技“增持”評級,看好公司高速線模組產品快速放量
格隆匯 02-18 16:55

東北證券研報指出,華豐科技(688629.SH)日前審議通過了關於擬購買土地使用權暨關聯交易的議案,契合公司長遠戰略,促進產業鏈協同發展。通過打造現代化、規模化的生產基地,優化產業鏈佈局,強化成本控制能力,從而在激烈的市場競爭中贏得更有利的發展地位。此次購買土地將用於公司擴建廠房,進而將研發、生產、組裝等流程整合,同時根據新廠房的佈局,合理規劃倉庫容量和物流通道,實現原材料、在製品和成品的高效存儲與配送。在AI 時代下,“算-傳-存”系統性思維成爲國產算力在先進製程受限下破局的重要方向,高速傳輸是提升集羣組網規模和效率的重要組成部分。看好公司高速線模組產品快速放量,帶動業績高增。首次覆蓋,給予“增持”評級。

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