玻璃基封装

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【风口研报】玻璃基改正写封装格局,公司半导体产品已通过部分知名厂商验证,预计下半年产生收入,分析师上调其未来两年盈利预测
财联社· 2025-08-28 10:43
Core Viewpoint - The article highlights significant investment opportunities in companies involved in glass-based semiconductor packaging and robotics, emphasizing their potential for revenue growth and market expansion [1]. Group 1: Glass-Based Semiconductor Packaging - The company has successfully validated its semiconductor products with several well-known manufacturers, indicating strong market acceptance [1]. - Revenue generation is expected in the second half of the year, leading analysts to raise profit forecasts for the next two years, with some increases exceeding 150% [1]. Group 2: Robotics Sector - The company is entering new fields such as six-dimensional force sensors and encoders, showcasing its innovation and diversification strategy [1]. - The existing automotive business is rapidly expanding, positioning the company as a promising player in the specialized and innovative sector on the Beijing Stock Exchange [1].