中邮证券给予艾森股份买入评级先进封装电镀&光刻材料有望开启放量

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中邮证券07月11日发布研报称，给予艾森股份（688720.SH，最新价：40.7元）买入评级。评级理由主要包括：1）深耕电镀液及配套试剂+光刻胶及配套试剂，整体方案能力加深壁垒；2）电镀液及配套试剂从传统封装向先进封装及晶圆制造领域拓展，先进封装用电镀锡银添加剂等新品有望开启放量。风险提示：市场竞争风险，自研光刻胶产品产业化风险，毛利率下降的风险，经营性现金流量为负的风险，原材料价格波动的风险，...

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中邮证券给予艾森股份买入评级 先进封装电镀&光刻材料有望开启放量

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中邮证券给予艾森股份买入评级先进封装电镀&光刻材料有望开启放量