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银河证券:予3C设备行业“推荐”评级 智能手机创新带动资本开支周期开启

Galaxy Securities: Recommended rating for the 3C equipment industry, with smart phone innovation driving the capital expenditure cycle.

Breakings ·  08:12

Galaxy Securities released a research report stating that the quarterly year-on-year growth rate of global and Chinese smart phone shipments has turned positive, with leading manufacturers like Apple venturing into AI phones; new form folding screen phones entering the mass production stage; new materials like titanium alloy are accelerating in popularity. The evolution of form, materials, and AI innovation are expected to lead the 3C industry towards prosperity, warranting a recommended rating for the 3C equipment industry; recommending focus on polishing links - Dongguan Golden Sun Abrasives, Yuhuan CNC Machine Tool; targets related to MIM links; Yinbang Clad Material in the titanium aluminum composite link stage; Bright Laser Technologies in the 3D printing section; 3C cutting tools - Huarui Precision, Beijing Worldia Diamond Tools, Oke Precision Cutting Tools, and Dingtai Gaoke; CNC section - Guangdong Create Century Intelligent Equipment Group Corporation, and so on.

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