中金：维持晶盛机电“跑赢行业”评级，目标价43元

金融界06-17

中金公司（601995）研报指出，晶盛机电（300316）(300316.SZ)董事会同意终止分拆所属子公司美晶新材至深交所创业板上市并撤回相关上市申请文件。当前公司自有资金较为充裕，可以保障坩埚业务的未来发展，当前坩埚产能为~1.8万只/月。同时，目前公司控股美晶新材57.84%，是公司耗材业务收入的重要组成部分，本次终止也一定程度上避免归母净利润摊薄，2023年美晶新材实现收入36.71亿元、...

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