研報掘金丨中金公司:給予晶盛機電目標價72.15元,維持“跑贏行業”評級
近日,晶盛機電(300316.SZ)子公司慧翔電液半導體級直拉單晶超導磁場研發取得新突破——12英寸乾式(無液氦)橫向超導磁場首次突破5000Gs,公司認為這標誌着慧翔電液成為國內首家能穩定量產5000Gs的MCZ超導磁體企業。中金公司研報指出,本次“5000Gs”的超導磁體的量產0-1 突破,將改善設備拉晶效果,為高端半導體拉晶工藝奠定基礎。今年8月,慧翔電液研發的光伏直拉單晶爐用首台量產超導磁體成功下線,助力光伏超導磁體正式進入量產時代。認為公司提前佈局、專門設立慧翔電液,相關創新研發成果正逐步進入收穫期,加持公司光伏及半導體業務的高端化發展,提升公司產品競爭力。該行維持公司跑贏行業評級和72.15元目標價,對應18.8倍2023年市盈率和15.0倍2024年市盈率,較當前股價有37.1%的上行空間。
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