【券商聚焦】招银国际首予英诺赛科“买入”评级料其受益于规模效应推动毛利率与净利率改善

金吾财讯2025-04-22

金吾财讯 | 招银国际研报指，英诺赛科(02577)是全球氮化镓（GaN）功率半导体行业的领导者，根据弗若斯特沙利文数据，公司2023年市占率达33.7%，排名第一。公司专注于氮化镓产品的设计、开发与制造，产品类型涵盖分立器件、集成电路、晶圆及模块，广泛应用于消费电子、可再生能源、工业控制、汽车电子和数据中心等终端市场。英诺赛科是全球首家实现8英寸GaN-on-Si晶圆量产的公司，目前拥有两座8...

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【券商聚焦】招银国际首予英诺赛科“买入”评级 料其受益于规模效应推动毛利率与净利率改善

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【券商聚焦】招银国际首予英诺赛科“买入”评级料其受益于规模效应推动毛利率与净利率改善