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研報掘金丨民生證券:維持禾盛新材“推薦”評級,看好公司業務前景
格隆匯 06-13 15:25

民生證券研報指出,禾盛新材對外投資熠知電子,打通AI的“任督二脈”。熠知電子建立了完善的高端處理器的研發環境和流程,產品性能逐代提升,功能不斷豐富,目前針對不同的應用場景已經推出了兩大系列產品,即包括一代TF16000系列融合處理器及服務器和二代TF7000系列融合處理器及相應板卡。攜手子公司海曦技術,打通AI產業鏈。考慮禾盛新材通過多年的精細化運營,同時子公司海曦技術有望受益於國產AI大模型,我們認為公司主業在行業政策支持下有望穩步增長,子公司海曦技術在人工智能、雲計算、5G等產業趨勢下,相關訂單有望加速落地。看好公司業務前景,維持“推薦”評級。

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