研報掘金丨光大證券:維持聞泰科技“買入”評級,看好未來公司的發展空間
光大證券研報指出,聞泰科技(600745.SH)擬剝離通訊業務,將專注於半導體業務,公司主業更加聚焦,公司未來成長曲線更加清晰。公司是全球汽車半導體龍頭之一。公司半導體業務90%的產品都符合車規級標準,所有晶圓廠都通過車規級認證,可滿足汽車行業一系列嚴格的質量、可靠性和耐用性要求。未來隨着汽車智能化程度的不斷提高,汽車功率半導體市場需求有望進一步增長,疊加傳統汽車存量市場,公司將憑藉其在汽車領域先發優勢持續受益。公司爲全球領先的汽車半導體供應商,看好未來公司的發展空間,維持公司“買入”評級。
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