长电科技- 先进封装能见度提升，但估值已合理

January 16, 2026 03:30 PM GMT JCET Group Co Ltd | Asia Pacific More Visibility on Advanced Packaging, but Fairly Priced | What's Changed | | | | --- | --- | --- | | JCET Group Co Ltd (600584.SS) | From | To | | Rating | Underweight | Equal-weight | | Price Target | Rmb23.50 | Rmb48.50 | JCET stock has rallied in reaction to rising back-end pricing and capacity ramp-up in 2.5D packaging. However, smartphone and PC end demand is challenging in 2026, owing to memory price hikes. JCET is not immune to the weakn ...