研報掘金丨光大證券:北方華創平臺化持續佈局中,維持“買入”評級
光大證券研報指出,北方華創(002371.SZ)日前與中科天盛簽署了《股份轉讓協議》。此次交易基於公司發展戰略進行,旨在發揮協同效應,提高股東回報。雙方同屬集成電路裝備行業,但產品佈局有所不同,具有互補性,有利於雙方協同效應的發揮。一方面,雙方可以通過合作,推動不同設備的工藝整合,協同爲客戶提供更完整、高效的集成電路裝備解決方案;另一方面,雙方可在研發、供應鏈、客戶資源等方面加強協同,共同提升企業競爭力和股東回報能力。如兩次協議受讓均過戶完成,則公司對芯源微的持股比例將達到17.90%,公司將成爲芯源微第一大股東。公司計劃通過前述協議受讓和改組芯源微董事會實現對芯源微的控制。維持公司“買入”評級。
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