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研报掘金丨申万宏源:维持凯盛科技“增持”评级,股权激励较大程度给予市场信心

Research Reports Investment丨SWHY: Maintain "Shareholding" rating for Triumph Science & Technology, with Stock-based Incentive providing considerable confidence to the market.

Gelonghui Finance ·  Jan 3 02:29  · Ratings

On January 3, Gelonghui reported that SWHY's research indicated that the high incentive targets reflect Triumph Science & Technology's (600552.SH) confidence in growth. The company aims for high net income targets for 2025-2027, which to some extent reflects its confidence in future growth. In recent years, the company has accelerated the layout of various new material Businesses, which may present a 'thick accumulation and thin release' trend, with capital expenditure increasing year by year and the scale of ongoing construction projects gradually accumulating. If previously accumulated projects gradually start production, they are expected to contribute new performance growth points for the company, helping the company achieve its incentive targets. The company is fully promoting the R&D process of UTG one-time forming technology, accelerating the iteration development of application technologies such as UFG, 3A coating technology, and microcrystalline Glass processing. In terms of Applied Materials: the 6000t/a spherical powder material project for electronic packaging has completed the installation of 2 production lines. The progress of R&D and manufacturing of multiple new Businesses is smooth, and the Stock-based Incentive greatly boosts market confidence. Maintaining a 'Shareholding' rating.

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