开源证券给予新益昌买入评级,公司深度报告:受益LED固晶设备需求加速,布局先进封装+机器人布局打开成长空间
Core Viewpoint - Open Source Securities issued a report on August 10, giving a "Buy" rating to Xinyi Chang (688383.SH) based on positive market trends and growth opportunities in advanced packaging and robotics [2] Group 1: Market Trends - The company is benefiting from the expansion of the display market and the increasing penetration of Mini/MicroLED technologies, leading to a positive trend in order recovery [2] Group 2: Business Expansion - The company is expanding its advanced packaging and robotics business, which opens up new growth opportunities [2] - The self-research of core components and the accumulation of algorithms are creating competitive barriers for the company [2]