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研報掘金丨民生證券:首予露笑科技“推薦”評級,中長期維度碳化硅、AI銅連接充分打開成長空間
格隆匯 03-13 17:30
民生證券研報指出,露笑科技(002617.SZ)穩步發展傳統主業漆包線、光伏發電業務的基礎上,中短期維度在高空作業設備方面的發力提供重要增長動力,中長期維度碳化硅、AI銅連接充分打開成長空間。首次覆蓋,給予“推薦”評級。公司增資萬德溙光電,跨界佈局高成長的銅連接領域,搭上AI 發展快車。公司前期儲備豐富,與國內外諸多半導體廠商/系統廠商都有基於RDK和首發產品的發佈和展示,增資將主要用於800G和400G自動化高速線纜生產線建設,伴隨量產爬坡,萬德溙光電有望迎來業績加速放量期。
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