西南证券给予国盛智科持有评级，2023年业绩承压，期待需求回暖

每日经济新闻04-23

西南证券04月23日发布研报称，给予国盛智科（688558.SH，最新价：19.95元）持有评级。评级理由主要包括：1）下游装备投资乏力，营收有所下降；行业竞争加剧，毛利率降低；2）规模效应下降，全年期间费用率小幅提升，净利率小幅降低；3）国内市场高端机床自主可控需求旺盛，大规模设备更新政策刺激需求；海外市场拓展空间大。风险提示：宏观经济波动风险、行业竞争加剧风险，原材料价格波动风险。文章来源：...

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