研报掘金丨国盛证券：维持大族激光“买入”评级，消费电子等五大业务齐头并进

格隆汇07-22

国盛证券研报指出，26H1大族激光实现营收134.13亿元，同比增长76.19%。公司PCB专用设备、消费电子设备、锂电及半导体设备、通用工业激光加工设备各板块业务订单及营业收入均实现同比大幅增长，2026年半年度新签订单约160亿元，同比增长100%以上。公司整体订单大幅增长，AIPCB、消费电子、锂电设备等五大业务齐头并进。一方面受益于消费电子大客户产品创新周期，激光加工、3D打印设备需求提振...

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