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研報掘金丨國海證券:鵬鼎控股業務佈局全面,AI端側浪潮開啓在即,首予“買入”評級
格隆匯 03-25 17:26
國海證券研報指出,鵬鼎控股(002938.SZ)是全球PCB龍頭,公司產品範圍涵蓋FPC、SMA、SLP、HDI、Mini LED、RPCB、Rigid Flex等多類產品,業務佈局全面。AI端側浪潮開啓在即,鵬鼎控股有望顯著受益,首次覆蓋,給予“買入”評級。PCB被譽爲“電子產品之母”,全球市場空間廣闊。硬件巨頭積極佈局AI處理器,手機品牌廠商積極打造佈局端側AI,推動端側AI進程加速,有望帶動一波換機潮。公司積極佈局汽車和服務器等領域,打開第二增長曲線。公司泰國園區一期計劃投資2.5億美金,主要是汽車和服務器相關產品投入,預計2025年6月份左右能建成並認證打樣,年底時能部分投產。
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