研报掘金丨东吴证券：首予金字火腿“增持”评级，探索第二产业，拥抱光模块

格隆汇07-27

东吴证券研报指出，金字火腿探索第二产业，拥抱光模块。2025年完成新一轮实控人变更，前任实控人任总转让11.98%股权至现任实控人郑庆升总，同年7月设立金字半导体子公司，9月公告拟不超过3亿元增资取得中晟微不超过20%股权，并于10月完成第一轮1亿元认购，完成后持有中晟微9.0909%股权，开启光通信领域布局。金字品牌资产优质，消费场景再开发，预计主业稳中有升。另外，公司投资眼光独到，中晟微资产...

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