The research report released on April 30 said that it maintained the highly recommended rating of Naura Technology Group Co.Ltd(002371) (002371.sz, latest price: 165.62 yuan). The reasons for rating mainly include: 1) the main business is further inclined to semiconductor equipment, opening space for the company’s value growth; 2) The company will continue to benefit from the growth of China’s market scale and the improvement of equipment localization rate; 3) The support of Chinese Fabs is an important opportunity for the growth of the company. Risk tip: the expansion progress of China’s wafer factory is less than expected, the company’s R & D progress is less than expected, some raw materials are unavailable due to the external environment, and the demand of semiconductor terminal market is less than expected.
AI comments: Naura Technology Group Co.Ltd(002371) in the past month, it has received 11 research reports from securities companies, bought 7, increased 2, and strongly recommended 1.
(Daily Economic News)
