Dongxing Securities Corporation Limited(601198) maintain Naura Technology Group Co.Ltd(002371) highly recommended rating: the performance growth is in line with expectations, and the fixed increase helps the expansion of semiconductor equipment

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)

 

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