2024年春季策略报告：AI拉动算力需求，先进封装乘势而起-240415-国泰君安-82页

()xuqiaowei023970@gtjas.comliqiwen027858@gtjas.com021-38676779021-38038435S0880521020003S0880123020064AIHPC1/2CMPAI2.5D/3DChipletI/OYole3nm/AIPC202385748.8%I/OBumpRDLWLPTSV21-25285.4CMPCAGR24.1%2025AIAIPC请参阅附注免责声明1重点公司盈利预测表公司代码公司名称工序环节市值(亿元）收盘价(元）2023EEPS（元）2025E2023EPE2025E评级2024/4/114.572024E8.1236.282024E20.420.266.340.6475.7726.1530.78增持688120.SH华海清科减薄、CMP263.6165.80.720.492.0533.7540.211.85-002903.SZ宇环数控0.21.530.4580.515.8835.78-002943.SZ宇晶股份减薄30.819.70.880.341.6820.9147.3510.95-300480.SZ光力科技0.381.310.9167.8914.0528.35-002008.SZ大族激光38.124.30.770.531.4825.4548.6813.24-688170.SH德龙激光0.591.123.37106.4417.518.64603203.SH快克智能56.716.12.572.5910.8924.25增持688383.SH新益昌5.593.32-19.88.43-301338.SZ凯格精机切片193.818.40.218.2110.7788.5713.4810.28-688516.SH奥特维0.651.292.0437.8514.429.12-600520.SH文一科技26.725.82.091.281.5838.6619.2215.57-688419.SH耐科装备0.082.623.35366.2530.8424.12-688082.SH盛美上海49.119.61.840.881.3655.8233.321.54-300604.SZ长川科技1.672.653.3843.1138.7530.38-688200.SH华峰测控固晶64.262.81.382.733.4643.2626.3720.81-603061.SH金海通2.12.193.0446.5227.2619.64-688630.SH芯碁微装29.7287.212.944.1240.433.2323.71-688037.SH芯源微2.889.9813.0949.6529.1922.25-002371.SZ北方华创键合248.2110.73.023.294.2257.8543.4733.89-688012...