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天风证券给予联得装备买入评级,OLED设备领先企业,有望受益于8.6代新一轮投资及折叠机新产品订单释放
Mei Ri Jing Ji Xin Wen· 2025-08-06 15:45
Group 1 - The core viewpoint of the report is that Lian De Equipment (300545.SZ) is rated as a buy due to favorable industry conditions and company developments [2] - The downstream 8.6 generation line construction indicates a high industry prosperity, with the company having a wide application of back-end equipment and breakthroughs in front-end equipment to overcome overseas monopolies [2] - The development of Apple's foldable iPhone entering the P1 prototype stage in June presents new opportunities for Lian De Equipment as a supplier [2] - The solid-state battery market shows considerable potential, with Lian De Equipment deeply investing in various equipment for this market [2]