群益证券(香港):维持中微公司“买进”评级,平台化战略更进一步

Core Viewpoint - The company plans to acquire 65% of Hangzhou Zhonggui through a combination of equity issuance and cash payment, enhancing its capabilities in core processes [1] Group 1: Acquisition Details - The acquisition will enable the company to become a vendor with four core processes: etching, thin film deposition, measurement, and wet processing [1] - This strategic move represents a significant transition from a "dry process" to a comprehensive solution that includes "dry + wet + measurement" [1] Group 2: Growth Potential - The company's growth potential is further expanded through this acquisition, indicating a positive outlook for future performance [1] - The current stock price corresponds to a PE ratio of 42 times for the year 2027, maintaining a "buy" rating [1]

AMEC-群益证券(香港):维持中微公司“买进”评级,平台化战略更进一步 - Reportify