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华金证券4月18日发布研报称，给予鼎龙股份（300054.SZ）买入评级。评级理由主要包括：1）半导体材料业务占比超30%以上，耗材业务转为盈利导向；2）半导体CMP环节核心耗材一站式布局持续完善；3）客户端渗透率提升叠加下游面板稼动率提升，共促显示材料业务增长；4）高端晶圆光刻胶快速推进，先进封装材料验证进展顺利。（每日经济新闻）

Huajin Securities released a research report on April 18 stating that it gave Dinglong Co., Ltd. (300054.SZ) a purchase rating. The main reasons for the rating include: 1) the semiconductor materials business accounts for more than 30%, and the consumable

Zhitong Finance ·  Apr 18 20:01
Huajin Securities released a research report on April 18 stating that it gave Dinglong Co., Ltd. (300054.SZ) a purchase rating. The main reasons for the rating include: 1) the semiconductor materials business accounts for more than 30%, and the consumables business has become profit-oriented; 2) the one-stop layout of core consumables in the semiconductor CMP process continues to improve; 3) increasing the client penetration rate and increasing the utilization rate of downstream panels to jointly promote the growth of the display materials business; 4) the rapid advancement of high-end wafer photoresists, and the verification of advanced packaging materials is progressing smoothly. (Mainichi Keizai Shimbun)

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