开源证券给予盛美上海买入评级：国产清洗设备龙头塑造半导体设备平台化蓝图

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开源证券07月09日发布研报称，给予盛美上海（688082.SH，最新价：88.89元）买入评级。评级理由主要包括：1）清洗设备：差异化技术铸就产品壁垒，份额有望持续提升；2）炉管、电镀、先进封装湿法设备：多品类布局，构建平台化产品矩阵；3）成长空间：进军PECVD、涂胶显影市场，加速开拓潜在市场空间。风险提示：晶圆厂扩产不及预期、清洗设备行业竞争加剧、技术研发不及预期。AI点评：盛美上海近一个月...

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开源证券给予盛美上海买入评级：国产清洗设备龙头 塑造半导体设备平台化蓝图

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开源证券给予盛美上海买入评级：国产清洗设备龙头塑造半导体设备平台化蓝图