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中原证券4月28日发布研报称,给予长电科技(600584.SH)买入评级。评级理由主要包括:1)2023年业绩逐季回暖,2024Q1业绩实现同比增长;2)业务结构持续优化,汽车电子业务高速成长;3)持续推进高性能封装技术,有望受益于AI快速发展及算力升级趋势;4)拟收购晟碟半导体80%股权,加强先进存储器封测布局。(每日经济新闻)

Zhongyuan Securities released a research report on April 28 stating that it gave Changdian Technology (600584.SH) a purchase rating. The main reasons for the rating include: 1) the 2023 performance picked up quarterly, and the 2024Q1 performance achieved

Zhitong Finance ·  Apr 28 10:58
Zhongyuan Securities released a research report on April 28 stating that it gave Changdian Technology (600584.SH) a purchase rating. The main reasons for the rating include: 1) the 2023 performance picked up quarterly, and the 2024Q1 performance achieved year-on-year growth; 2) continuous optimization of the business structure and rapid growth of the automotive electronics business; 3) continued promotion of high-performance packaging technology, which is expected to benefit from the rapid development of AI and the trend of computing power upgrades; 4) the proposed acquisition of 80% of the shares in Shengdi Semiconductor to strengthen the advanced memory packaging and testing layout. (Mainichi Keizai Shimbun)

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