富创精密：24Q2营收或创季度新高，拟收购亦盛精密夯实平台型战略

Investment Rating - The report maintains an "Accumulate-A" rating for the company, indicating a positive outlook for the next six months [31]. Core Insights - The company is expected to benefit from the growth in domestic semiconductor demand and the recovery of the foreign semiconductor market, with projected revenue for Q2 2024 reaching between 1.48 billion to 1.53 billion yuan, representing a year-on-year growth of 78.63% to 84.66% [31][32]. - The planned acquisition of Yisheng Precision is expected to strengthen the company's semiconductor component platform, enhancing product, customer, and technology synergies [31][32]. - The company has completed nearly 1,800 types of domestic material component verifications, indicating a strong position in the domestic semiconductor supply chain [31][32]. Financial Summary - Revenue projections for 2024 to 2026 are estimated at 3.131 billion, 4.266 billion, and 5.015 billion yuan, with growth rates of 51.6%, 36.3%, and 17.6% respectively [33]. - The net profit attributable to the parent company is projected to be 308 million, 440 million, and 561 million yuan for the same period, with growth rates of 82.5%, 42.8%, and 27.6% respectively [33]. - The report highlights a decrease in gross margin for 2023 to 25.2%, with an expected recovery to 29.1% in 2024 [33].