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中银证券4月22日发布研报称，给予鼎龙股份（300054.SZ）增持评级。评级理由主要包括：1）2023年公司半导体材料营收同比增长，23Q4抛光垫收入创历史单季新高。看好公司半导体业务布局优势以及新产品研发、导入进展；2）产品结构调整致毛利率同比下滑，CMP 材料布局持续完善；3）显示材料、光刻胶、半导体先进封装材料业务快速推进。（每日经济新闻）

Bank of China Securities released a research report on April 22 stating that it gave Dinglong Co., Ltd. (300054.SZ) an increase rating. The main reasons for the rating include: 1) The company's semiconductor materials revenue increased year-on-year in 202

Zhitong Finance ·  Apr 22 14:13
Bank of China Securities released a research report on April 22 stating that it gave Dinglong Co., Ltd. (300054.SZ) an increase rating. The main reasons for the rating include: 1) The company's semiconductor materials revenue increased year-on-year in 2023, and 23Q4 polishing pad revenue reached a record high in a single quarter. I am optimistic about the company's semiconductor business layout advantages and the progress of new product development and introduction; 2) gross margin declined year-on-year due to product restructuring, and the CMP material layout continues to improve; 3) the display materials, photoresist, and semiconductor advanced packaging materials business is progressing rapidly. (Mainichi Keizai Shimbun)

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