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智立方(301312.SZ):在光通信CPO领域推出了多款设备
Ge Long Hui· 2025-09-29 07:14
格隆汇9月29日丨智立方(301312.SZ)在投资者互动平台表示,公司在光通信CPO领域推出了多款设备, 包括光芯片排巴机、摆盘分选机、光芯片AOI设备、芯片检测及分选设备、高速高精固晶机等,目前交 付有序、销售稳步增长。 ...
快克智能(603203):业绩稳健增长,半导体封装设备不断突破
Bank of China Securities· 2025-09-01 23:57
买入 机械设备 | 证券研究报告 — 调整盈利预测 2025 年 9 月 2 日 603203.SH 证券分析师:曹鸿生 原评级:买入 市场价格:人民币 32.78 板块评级:强于大市 股价表现 (%) 今年 至今 1 个月 3 个月 12 个月 绝对 46.0 23.1 38.4 62.6 相对上证综指 27.2 14.3 22.7 26.2 发行股数 (百万) 253.66 流通股 (百万) 249.15 总市值 (人民币 百万) 8,315.01 3 个月日均交易额 (人民币 百万) 102.22 主要股东 常州市富韵投资咨询有限公司 30.15% (12%) 4% 20% 37% 53% 69% Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 快克智能 上证综指 资料来源:公司公告, Wind ,中银证券 以 2025 年 9 月 1 日收市价为标准 相关研究报告 《快克智能》20240902 《快克智能》20240513 中银国际证券股份有限公司 具备证券投资咨询业务资格 机械设备 ...
快克智能(603203):拥抱AI浪潮,产业升级带动设备需求
CAITONG SECURITIES· 2025-09-01 07:06
Investment Rating - The investment rating for the company is "Accumulate" (maintained) [2] Core Views - The company has experienced a year-on-year revenue increase of 11.85% in the first half of 2025, reaching 504 million yuan, with a net profit of 133 million yuan, also up by 11.84% [7] - The demand for precision welding equipment is driven by the AI wave in consumer electronics and the high demand in the AI server market, with the company’s equipment entering several core suppliers of Nvidia [7] - The semiconductor market continues to expand under the influence of AI, with significant progress in the company's TCB equipment development, which is crucial for advanced packaging [7] - The company is expected to achieve revenues of 1.07 billion yuan, 1.30 billion yuan, and 1.50 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding net profits of 265 million yuan, 321 million yuan, and 375 million yuan [7] Financial Performance - The company’s revenue is projected to grow from 793 million yuan in 2023 to 1.50 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 15.1% [6][8] - The net profit is expected to increase from 191 million yuan in 2023 to 375 million yuan in 2027, reflecting a strong growth trajectory [6][8] - The earnings per share (EPS) is forecasted to rise from 0.77 yuan in 2023 to 1.48 yuan in 2027, indicating improving profitability [6][8] Market Performance - The company’s stock has shown a performance of -12% over the last 12 months, compared to the 2% increase in the CSI 300 index [4]