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研報掘金丨國聯證券:長電科技業務結構持續優化,建議保持關注
國聯證券研報指出,長電科技(600584.SH)2025年Q1盈利能力同比略有改善。公司持續聚焦先端技術和重點應用市場,業務結構進一步優化,疊加收購的晟碟半導體財務並表影響,在運算電子、汽車電子、工業和醫療電子領域收入同比均呈現高速增長態勢。公司加快上海汽車電子封測生產基地建設步伐,預計2025年下半年將正式投產,並在未來幾年內逐步釋放產能,或將驅動公司汽車電子業務規模邁上更高的臺階。考慮到公司作爲國內封測龍頭,業務結構持續優化,競爭優勢不斷加強,建議保持關注。
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