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廣發證(zheng)券調(diao)研紀要:東威科技近期基本(ben)面有重(zhong)(zhong)(zhong)大變化,建(jian)議重(zhong)(zhong)(zhong)點(dian)關(guan)注(zhu),新(xin)(xin)增重(zhong)(zhong)(zhong)大推薦1. PCB鍍(du)銅(tong)設(she)備:傳統業務。技術(shu)領先,PCB鍍(du)銅(tong)設(she)備國內(nei)市占率(lv)第一(yi),占比50%左(zuo)右。下游(you)面向PCB行業,增長一(yi)般(ban),主要來自(zi)于(yu)更新(xin)(xin)的增長,公司下游(you)客戶當前在不斷(duan)更新(xin)(xin)中,毛(mao)利率(lv)保持較好。2. 鋰(li)電(dian)鍍(du)銅(tong)設(she)備:核心看點(dian)。目前國內(nei)唯
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