Core Viewpoint - Zhongyou Securities report indicates that Longyang Electronics' acquisition of Weisi Shuanglian and Deyou New Materials releases synergistic value, enhancing the company's future performance [1] Group 1: Company Overview - The main business of the company remains focused on electromagnetic shielding materials and insulating materials, with a strong presence in consumer electronics [1] - The company has completed the acquisition of two subsidiaries, Weisi Shuanglian and Deyou New Materials, which were incorporated into the company's consolidated financial statements in August and September of this year, respectively [1] Group 2: Future Prospects - The acquisitions are expected to bolster the company's future performance [1] - The company has developed HVLP5 high-frequency and high-speed copper foil through its core technology, characterized by extremely low surface roughness and high peel strength, which will be primarily applied in AI servers and other high-frequency, low-loss application scenarios [1] Group 3: Investment Rating - The report maintains a "Buy" rating for the company [1]
研报掘金丨中邮证券：维持隆扬电子“买入”评级，收购威斯双联与德佑新材，释放协同价值