中信证券:建议关注先进封装需求提升以及封装涨价趋势
Mei Ri Jing Ji Xin Wen·2026-01-23 00:45

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 contributing to the potential for a new wave of packaging price increases [1] - Increased demand for AI and storage is a significant factor driving market changes [1] Group 2: Investment Recommendations - The company suggests focusing on advanced packaging and storage packaging segments for current investment strategies [1]

CITIC Securities Co., Ltd.-中信证券:建议关注先进封装需求提升以及封装涨价趋势 - Reportify