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神工股份获华鑫证券增持评级,核心产品毛利率维持高位,下游需求复苏驱动新增长

JRJ Finance ·  Aug 26, 2024 04:12  · Ratings

8月26日,神工股份获华鑫证券增持评级,近一个月神工股份获得1份研报关注。

研报预计神工股份2024-2026年收入分别为2.74亿元、6.18亿元、10.53亿元。研报认为,公司核心产品大直径硅材料/硅零部件业务毛利率维持在较高的57.75%/35.42%水平。其产品直接销售给日本、韩国等国的硅零部件制造商,最终销售给三星电子、英特尔和台积电等国际知名的集成电路制造厂商。中国本土的半导体产业链安全需求迫切,国产设备升级迭代为公司带来市场机会。随着公司硅材料和硅零部件的增长,后续营收和利润有望持续提升。

风险提示:宏观经济的风险,产品研发不及预期的风险,行业竞争加剧的风险,下游需求不及预期的风险。

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