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研報掘金丨華西證券:維持長川科技“增持”評級,看好全年利潤端持續高增
華西證券研報指出,長川科技發佈業績預增公告,同時發佈定增預案。展望全年,公司SOC、存儲等高端測試機競爭優勢明顯,推測大客戶持續下單;疊加CIS測試機、三溫分選機、探針臺等新品放量,我們判斷新接訂單快速增長,盈利水平穩步提升,看好全年利潤端持續高增。公司已成功掌握測試機、AOI設備的核心技術,推出了數模混合/功率/數字/AOI設備等多款設備,從關鍵零部件的設計、選材到自動控制系統的軟件開發等均爲公司自主完成,項目完成後將進一步提升公司核心競爭力,打開成長空間。其他領域:包括數模混合、模組、用於AI芯片、GPU等測試機,我們推測24年已產生一定收入,有望進入放量階段。維持“增持”評級。
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