民生证券给予长电科技推荐评级，2024年中报点评：24Q2营收利润超预期，算力与存储赛道全面布局

每日经济新闻08-24 23:03

民生证券08月23日发布研报称，给予长电科技（600584.SH，最新价：30.57元）推荐评级。评级理由主要包括：1）24Q2营收利润超预期，下游市场全面复苏；2）先进封装技术领先，持续聚焦算力相关应用；3）加码存储赛道，收购晟碟扩大市场份额；4）汽车电子业务持续高景气，临港工厂扩充产能。风险提示：下游市场消费需求下行；行业竞争加剧；汇率波动。（文章来源：每日经济新闻）

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