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研報掘金丨中泰證券:維持華大九天“增持”評級,市場份額有望持續增長
格隆匯 05-14 15:52
中泰證券研報指出,2024年華大九天(301269.SZ)整體實現營收12.22億元,同比增長20.98%,實現了穩健快速的增長,其中EDA 軟件銷售實現營收10.92億元,同比增長20.71%。全面且多元的軟件產品有助於公司持續獲取更多客户,目前公司已經擁有全球客户近700家,業務合作覆蓋國內外主要集成電路設計企業、晶圓製造企業、封裝企業、平板廠商,產品與業務競爭優勢持續鞏固並擴大。此外,公司擬收購芯和半導體,向系統級能力延伸。考慮到公司通過自研和併購不斷佈局完善產品線、全流程競爭優勢持續凸顯,市場份額有望持續增長,以及短期內公司仍將持續投入資源與力量進行較多的研發與工程開發,調整公司2025-2026年盈利預測,並新增2027年盈利預測,維持“增持”評級。
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