CITIC reported that quartz stock (603688.SH) has been gradually supplied to leading semiconductor manufacturers at home and abroad after passing the Tokyo Electronic High temperature Certification in 2019. The company's semiconductor business revenue still grew by 90% in the first half of 2023 despite low industry demand, indicating that the company's semiconductor products are gradually entering the downstream stage of large-scale procurement. The bank believes that the company's semiconductor business is expected to maintain more than 50% compound growth in the next two years, and the photovoltaic high purity sand price in 2024 is expected to remain high. It believes that the company's value is expected to be revalued and the company's "buy" rating is maintained.
研报掘金丨中信证券:石英股份半导体业务已成气候,估值有望迎来重塑
Research Report Nuggets 丨 CITIC Securities: Quartz's semiconductor business has become a climate, and valuations are expected to be reshaped
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Risk Disclaimer
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Got it
Risk Disclaimer
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Got it
Statement
This page is machine-translated. Futubull tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.
Write a comment
0 0 0
LikeLoveLaughing CryRespectEmmSadAngry
Tap to Select a Mood
- 分享到weixin
- 分享到qq
- 分享到facebook
- 分享到twitter
- 分享到微博
- 粘贴板
Use the share button in your browser
to share the page with your friends
Tap here to share
No comments yet. Write one.