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中泰证券4月8日发布研报称,给予茂莱光学(688502.SH)买入评级。评级理由主要包括:1)全年半导体营收占比达37%,营收增速58%;2)下游高附加值、高毛利,份额低发展空间大;3)半导体:核心零部件,助力光刻和量测国产化;4)生命科学:基因测序与华大共成长,口腔扫描进入国际龙头;5)ARVR检测:检测设备是刚需,看好未来长期需求。(每日经济新闻)

Zhongtai Securities released a research report on April 8 stating that it gave Mulai Optics (688502.SH) a purchase rating. The main reasons for the rating include: 1) semiconductor revenue accounts for 37% of the year, with a revenue growth rate of 58%; 2

Zhitong Finance ·  Apr 8 22:35
Zhongtai Securities released a research report on April 8 stating that it gave Mulai Optics (688502.SH) a purchase rating. The main reasons for the rating include: 1) semiconductor revenue accounts for 37% of the year, with a revenue growth rate of 58%; 2) downstream high added value, high margin, and large development space; 3) semiconductors: core components to help localize lithography and measurement; 4) Life science: genetic sequencing grows with Huada, and oral scanning enters the international market; 5) ARVR testing: testing equipment is just needed, and we are optimistic about future long-term demand. (Mainichi Keizai Shimbun)

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