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研報掘金丨中郵證券:首予鼎泰高科“買入”評級,AI驅動高性能鑽針強勁增長
格隆匯 07-03 17:06
中郵證券研報指出,AI驅動高性能鑽針強勁增長。鼎泰高科通過聚焦AI、半導體等高端產品領域的微小鑽開發,結合自研塗層的技術優勢,不斷優化產品結構,公司微小鑽和塗層鑽針產品的銷售佔比得以持續提升。AI服務器中由於GPU對於並行數據處理大幅上升,典型PCB的層數從12層提升至18層以上。隨着AI服務器PCB的升級,對微鑽的品質技術要求相應提高。為契合市場變化,公司成立AI專項研究小組,設立微鑽研發生產專線,集中研發力量驅動塗層技術革新,快速推動微鑽產品的升級迭代,以滿足客户高精度、高密度的鑽孔需求。公司拓展市場動能,膜產品穩增長。另外,深耕裝備技術,夯實增長基礎。首次覆蓋,給予“買入”評級。
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