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研报掘金丨中邮证券:维持金海通“买入”评级,封测需求回暖
Ge Long Hui· 2025-11-18 06:57
Core Viewpoint - The demand for semiconductor packaging and testing equipment is recovering, leading to significant growth in revenue and net profit for the company [1] Group 1: Financial Performance - In Q3 2025, the company achieved revenue of 174 million yuan, representing a year-on-year increase of 137.97% [1] - The net profit attributable to the parent company reached 48.98 million yuan, showing a year-on-year growth of 832.58% [1] Group 2: Market Strategy - The company is actively expanding its application scenarios and enhancing its global service layout [1] - Increased efforts in market promotion and improvement of global market service capabilities are being emphasized [1] - The establishment of the "Malaysia Production and Operation Center" is aimed at better aligning with global markets and responding to customer needs [1] Group 3: Customer Relations - The company is focused on acquiring new customers while deepening cooperation with existing clients [1] - Comprehensive enhancement of customer service capabilities is a priority for the company [1]