中邮证券给予新相微买入评级，营收同比增长，受益产业转移及DDIC库存去化

每日经济新闻03-03

中邮证券03月03日发布研报称，给予新相微（688593.SH，最新价：10.64元）买入评级。评级理由主要包括：1）营收同比增长，销售数量创新高，利润同比承压；2）中国大陆面板产能全球占比已超过65%，DDIC处于产业转移初；3）期，本土化速度远超面板；4）DDIC市场复苏温和，Fabless库存去化接近尾声；5）公司深耕显示驱动行业多年，是中国内地少数能为TFT-LCD；6）AMOLED两种...

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