Kaiyuan securities issued a research report on March 16, giving Shennan Circuits Co.Ltd(002916) ( Shennan Circuits Co.Ltd(002916) .sz, latest price: 96.01 yuan) a buy rating. The reasons for rating mainly include: 1) the packaging substrate business is bright and the localization substitution process is accelerated; 2) Data center and automotive electronic applications promote the growth of PCB business. Risk tip: the cost of raw material copper clad laminate is rising, the introduction of new customers in the core network is less than expected, the introduction of packaging substrate business is less than expected, and the competition of automobile board is intensified.
AI comments: Shennan Circuits Co.Ltd(002916) in the past month, it has received attention from 5 research reports of securities companies and bought 4.
