研报掘金丨华鑫证券：予迈为股份“买入”评级，战略布局光伏与半导体

中金财经2025-12-30

华鑫证券研报指出，迈为股份立足技术平台，战略布局光伏与半导体。公司立足真空、激光、精密装备三大关键技术平台，面向太阳能光伏、显示、半导体三大行业。在半导体领域，公司已与长电科技通富微电、华天科技、盛合晶微、甬硅电子等国内头部封装企业建立了紧密合作。同时，公司在深化与客户合作的基础上，积极展与半导体领域新兴技术企业的产学研合作，共同推动先进封装技术的产业化落地。另外，公司开拓下一代光伏设备，前瞻布局...

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