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研報掘金丨華安證券:維持盛美上海“買入”評級,穩步推進客戶全球化
格隆匯 04-08 17:08

華安證券研報指出,盛美上海(688082.SH)24年歸母淨利潤爲14.44億元,同比增長35.48%。主要原因是全球半導體行業持續復甦,尤其是中國大陸市場需求強勁,公司憑藉技術差異化優勢,成功把握市場機遇,積累了充足訂單儲備;本期公司銷售交貨及調試驗收工作高效推進,有效保障了經營業績的穩步增長;公司深入推進產品平臺化,產品技術水平和性能持續提升,產品系列日趨完善,滿足了客戶的多樣化需求,市場認可度不斷提高,爲收入增長提供了有力支撐;公司穩步推進客戶全球化,持續加大市場開拓力度,在深化與現有客戶合作的同時,積極開拓全球市場,成功實現客戶羣的擴充,推動營業收入穩步提升。此外,2024年爐管設備繼續推出新技術產品,包括兩款新型ALD爐管,並開始進入工藝驗證階段,進一步強化公司在爐管設備上的競爭力。維持“買入”評級。

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