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国金证券4月26日发布研报称,给予兆驰股份(002429.SZ)买入评级。评级理由主要包括:1)芯片端产品结构优化,COB成本优势明显,MiniLED加速渗透。公司LED产业链一体化布局,24Q1合并归母净利润口径中,LED贡献占比首次单季度超过50%;2)全球电视ODM龙头,拓客户&提份额保证业务稳步发展。(每日经济新闻)

Guojin Securities released a research report on April 26 stating that it gave Zhaochi shares (002429.SZ) a purchase rating. The main reasons for the rating include: 1) Chip-side product structure optimization, COB cost advantage is obvious, and MiniLED ac

Zhitong Finance ·  Apr 26 13:51
Guojin Securities released a research report on April 26 stating that it gave Zhaochi shares (002429.SZ) a purchase rating. The main reasons for the rating include: 1) Chip-side product structure optimization, COB cost advantage is obvious, and MiniLED accelerates penetration. The company's LED industry chain is integrated. In the 24Q1 merger, LED contributed more than 50% in a single quarter for the first time; 2) Global TV ODM leader, expanding customers & increasing share to ensure steady business development. (Mainichi Keizai Shimbun)

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