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研报掘金丨华鑫证券：予北方华创“买入”评级，工艺覆盖度及市占率不断提升

Research Report: Huaxin Securities: Giving Beifang Huachuang a “buy” rating, process coverage and market share continue to increase

Gelonghui Finance ·  May 23 03:35

Huaxin Securities Research Report pointed out that as a leading semiconductor equipment platform enterprise, Beifang Huachuang (002371.SZ) has achieved continuous breakthroughs in many key technologies in the semiconductor equipment field. Process coverage and market share have been continuously improved, and the product matrix has been further improved. With the rapid development of technologies such as artificial intelligence, 5G communication, and the Internet of Things, as well as the continuous upgrading of downstream applications such as smartphones, PCs, and automobiles, the rapid development of the global semiconductor equipment market is further promoted, which is expected to drive the continued growth of Huachuang in the North. The bank predicts that the company's revenue for 2024-2026 will be 299.54, 392.06, and 49.136 billion yuan, respectively, giving it a “buy” rating.

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