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研報掘金丨方正證券:首予聯創光電“強烈推薦”評級,核聚變行業發展加速
方正證券研報指出,核聚變項目進入加速期,聯創超導訂單持續上行。聯創參與項目“星火一號”工程總投資預計超過200 億元。在“星火一號”項目中,聯創超導有望成爲核心超導磁環供應商,公司已於2024年底中標中核集團超導線圈研製與測試服務分包項目,爲後續更大規模磁體供應奠定基礎。聯創超導目前在金屬熱加工、光伏、半導體及核聚變等領域均有成熟產品佈局,商業應用及清潔能源前瞻應用齊發力,有望推動業績高增。首次覆蓋給予“強烈推薦”評級。
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