Shanghai Securities released a research report on January 28, saying that it maintained the buy rating of Gl Tech Co.Ltd(300480) (300480.sz, latest price: 32.75 yuan). The reasons for rating mainly include: 1) the localization dicing machine has achieved mass sales, and the layout of semiconductor equipment has entered the harvest period; 2) Downstream production expansion is active, overseas leaders are out of stock, and domestic equipment ushers in the best time window for import substitution; 3) Hold the trump card of core air spindle and actively build a platform for semiconductor equipment parts. Risk tip: the growth of semiconductor packaging and testing industry, the capacity expansion of dicing machine and spindle, and the fierce competition in the industry.
AI comments: Gl Tech Co.Ltd(300480) obtained the attention of one Research Report of securities companies in recent month and bought one.
