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研報掘金丨國金證券:鼎龍股份加快半導體材料業務的佈局,首予“買入”評級
格隆匯 02-26 16:59
國金證券研報指出,在半導體國產替代趨勢下,鼎龍股份(300054.SZ)加快半導體材料業務的佈局,以期打造成為國內半導體材料供應的平台化公司。根據業績預吿,2024年營收預計33.6億元,同比增長26%,其中,拋光墊營收7.31億元,同比+75%,拋光液、清洗液營收2.16億元,同比+180%,半導體顯示材料營收4.02 億元,同比+131%。此外,公司計劃發行可轉債,募集資金不超過9.1億元,用於年產300噸的光刻膠項目、半導體材料基地項目和補充流動資金。該行給予公司2025年48倍的PE估值,目標價37.05元,首次覆蓋,給予“買入”評級。
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