平台型SOC重估

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民生证券给予晶晨股份推荐评级,2025年半年报点评:战略新品促结构优化,关注平台型SOC重估潜力
Mei Ri Jing Ji Xin Wen· 2025-08-14 07:23
Group 1 - The core viewpoint of the report is that Minsheng Securities recommends a buy rating for Amlogic Co., Ltd. (688099.SH) based on strong growth driven by intelligent technology and strategic product development [2] - The company is experiencing high growth in both revenue and shipment volume, indicating robust demand in the market [2] - Amlogic is committed to R&D investment, which is expected to drive the growth of new strategic products [2] Group 2 - The company is making significant progress in its diversified layout, with a focus on the potential revaluation of platform-type System on Chip (SoC) [2] - The report highlights potential risks, including market promotion not meeting expectations and changes in the competitive landscape [2]