中信证券:建议当前核心围绕先进封装和存储封装环节进行布局
Di Yi Cai Jing·2026-01-23 00:34

Core Viewpoint - The report from CITIC Securities indicates that due to rising raw material prices and increased demand for AI and storage, a new round of price increases in packaging is expected to begin, with advanced packaging market attention likely to rise driven by domestic computing power demand [1] Group 1: Market Trends - Rising raw material prices are influencing the packaging industry [1] - Increased demand for AI and storage is contributing to market dynamics [1] - The advanced packaging market is expected to gain more attention [1] Group 2: Investment Recommendations - The company suggests focusing on advanced packaging and storage packaging segments for investment opportunities [1]

CITIC Securities Co., Ltd.-中信证券:建议当前核心围绕先进封装和存储封装环节进行布局 - Reportify