研報掘金丨東吳證券:盛美上海主業持續增長+產品品類不斷拓展,維持“增持”評級
東吳證券日前研報指出,盛美上海(688082.SH)受益於半導體設備需求旺盛,公司營收穩健增長。2024年公司實現營收56.18億元,同比+44.5%。其中Q4歸母淨利潤爲3.95億元,同比+66.0%,環比+25.4%。公司盈利能力相對穩定,期間費用率略降。Q4公司經營性現金流爲6.49億元,同比大幅轉正,主要系公司銷售回款較上期增加,以及因銷售訂單增長引起的本期預收貨款增加所致。公司平臺化佈局清洗、電鍍、塗膠顯影等設備,有望充分受益於HBM新增清洗、電鍍需求。公司主業持續增長+產品品類不斷拓展,維持“增持”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.