Kaiyuan securities released a research report on April 30, saying that it rated Hangzhou Silan Microelectronics Co.Ltd(600460) ( Hangzhou Silan Microelectronics Co.Ltd(600460) .sh, latest price: 42 yuan). The reasons for rating mainly include: 1) high growth of 2022q1 performance of the company; 2) It is proposed to build a 12 inch chip production line to further consolidate IDM's leading position; 3) The revenue scale of Shilan Jike is growing rapidly, which provides important support for the growth of the company in 2022; 4) The products have fully entered the high-end markets such as new energy and vehicle regulations, and the product structure has been continuously improved. Risk tip: capacity construction is less than expected; Decline in industry demand; Increased competition and decline in gross profit margin.
AI comments: Hangzhou Silan Microelectronics Co.Ltd(600460) has received 10 research reports from securities companies in the past month, including 5 buyers and 1 overweight.
