中邮证券给予上海合晶买入评级

每日经济新闻11-07

中邮证券11月07日发布研报称，给予上海合晶（688584.SH，最新价：17.02元）买入评级。评级理由主要包括：1）半导体周期性调整影响业绩，24Q3环比弱修复；2）半导体硅外延片一体化制造商，23年境外收入占比85%；3）坚持“8吋做强、12吋做大”战略，持续扩充产能；4）采取差异化竞争战略，关注CIS、车规级SJ等外延新方向；5）SJ、IGBT用外延片产品方向。风险提示：外延片产品主要集中...

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