研报掘金丨华金证券:首予环旭电子“买入”评级,多业务线预计将进入新一轮成长周期
USISHUSISH(SH:601231) Ge Long Hui·2025-11-24 08:49

Core Viewpoint - Huajin Securities report indicates that Huaxin Electronics is a global leader in electronic design and manufacturing services, holding a leading position in the SiP (System-in-Package) module sector [1] Group 1: Company Overview - Huaxin Electronics established a miniaturization research and innovation center (MCC) at the end of 2020 to focus on miniaturization technology and the application promotion of SiP modules [1] - The company provides a "one-stop service" from design to manufacturing, catering to domestic and international customers' needs for miniaturized and modular products [1] Group 2: Growth Potential - The company is exploring multiple dimensions such as optical modules, smart glasses, and AI accelerator cards, indicating a promising new growth phase [1] - Multiple product lines are expected to generate new business opportunities, suggesting a new growth curve for the company [1] - As the industry leader in SiP miniaturization technology, the company is anticipated to enter a new growth cycle across various business lines [1]

USISH-研报掘金丨华金证券:首予环旭电子“买入”评级,多业务线预计将进入新一轮成长周期 - Reportify