中微公司获中泰证券买入评级，高强研发利润承压

金融界04-28

4月28日，中微公司获中泰证券买入评级，近一个月中微公司获得5份研报关注。研报预计刻蚀设备产品和发货量显著增长，季末合同负债11.69亿元，较期初增加3.97亿元；季末存货55.84亿元，较期初增加13.24亿元。24Q1营收增长超30%，刻蚀设备当季营收增长超64%达13.35亿元。我们维持公司2024-26年的净利预测不变，维持“买入”评级。研报认为，公司发布的2024年第一季度季报显示，营收...

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