研報掘金丨中郵證券:卓勝微定增助力項目擴產,維持“買入”評級
中郵證券研報指出,卓勝微(300782.SZ)定增助力項目擴產,推出更加定製化及模組化新品。隨着通信技術的不斷髮展,移動終端設備需要支持的通信頻段增多,射頻前端芯片需集成的器件數量顯著提升,據統計2024年全球射頻前端模組市場約為265.40億美元,未來有望繼續增長。公司擬募集資金30億元,用於擴建射頻芯片生產線,一方面當前5G技術核心射頻前端芯片及模組生產的國產替代需求迫切,產能需求不斷增加;另一方面公司通過持續依託自有產線深耕技術工藝研發,發揮快速產品迭代優勢,推出更加定製化及模組化的新產品,進一步擴大與主要客户的合作,獲取更多市場份額。未來公司將以L-PAMiD產品為發力點,深耕高端應用領域,持續提升品牌影響力和市場佔有率,注入營收增長動力。維持“買入”評級。
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