研報掘金丨中郵證券:首予鼎龍股份“買入”評級,半導體業務驅動業績增長
中郵證券研報指出,鼎龍股份(300054.SZ)半導體業務驅動業績增長,創新材料業務多點突破。2024年實現歸母淨利潤5.21億元,同比增長134.54%。2024年,公司半導體板塊業務(含半導體材料業務及集成電路芯片設計和應用業務)實現主營業務收入15.2億元(其中芯片業務收入已剔除內部抵消),同比增長77.40%,佔公司總營業收入比例持續提升。公司在半導體領域進行的多元化業務佈局在研發成果轉化後將推高公司未來業績上限空間。公司CMP拋光墊國產供應龍頭地位持續鞏固;CMP拋光液、清洗液產品佈局持續完善。高端晶圓光刻膠業務推進節奏迅速。半導體封裝PI、臨時鍵合膠蓄勢待發。首次覆蓋,給予“買入”評級。
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