Huaan Securities gives Dinglong a buy rating: the prospect of a broad platform for semiconductor materials can be expected – yqqlm

　　Huaan SecuritiesPosted on March 21stResearch reportsay, giveDinglong shares(300054.SZ, latest price: 20.8 yuan) Buy rating.The reasons for the rating mainly include: 1) Started as a general consumable for printing and copying, optoelectronicssemiconductorThe material business will create the second growth pole; 2) CMP polishing pad: the key material for wafer manufacturing, the three major drivers help the company to grow steadily and far; 3) Polishing fluid: new products have passed customer verification and entered the ton-level procurement stage; 4) Cleaning fluid: Process upgrade and cleaning steps have been greatly improved, and product verification and production capacity construction have been promoted simultaneously; 5) Panel materials: the boom of flexible displays continues to improve, and YPI ton-level shipments are PSPI+INK sample delivery; 6) General consumables for printing and copying: the integration effect of general consumables is showing ,performanceSteady growth. Risk warning: production capacity construction is less than expected, industry competition intensifies, and the external environment disrupts the industrial chain.

AI comments:Dinglong shares1 in the past monthbrokerageThe research report pays attention and buys 1.

(Article source: Daily Economic News)

Article source: Daily Economic News

Responsible editor: 33

Original title: Huaan Securities gave Dinglong a buy rating: there is broad space for semiconductor materials, and the prospect of platform-based layout can be expected