Huaxi Securities Co.Ltd(002926) 03 released the Research Report on October 10, maintaining the buying rating of Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ( Tianjin Zhonghuan Semiconductor Co.Ltd(002129) .sz, latest price: 47.36 yuan). The reasons for rating mainly include: 1) high performance growth, optimization and upgrading of product structure; 2) Accelerate the demonstration of semiconductor materials business, and cooperate flexibly upstream and downstream. Risk tips: the demand of semiconductor market is not as expected, the competition in semiconductor silicon wafer industry is intensified, systemic risks, etc.
Securities companies have paid attention to AI for nearly one month.
