$HANS CNC(03200)$ 大族数控是全球PCB设备龙头,深度受益AI算力爆发,订单饱满、排产至2026年下半年,业绩高增确定性强。公司聚焦AI服务器高阶PCB与IC载板设备,产品结构升级带动毛利率持续提升,港股上市补充资金,全球化扩张提速。行业处于国产替代与算力基建双风口,技术壁垒深厚、客户资源优质,长期成长逻辑清晰。当前估值与业绩增速匹配,具备估值修复与成长双击空间,适合中期布局。
03200
03-04 13:41
HKHANS CNC
SidePrice | FilledRealized P&L
Buy
Open
109.90
300
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Closed
HANS CNC

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  • Maria_yy
    ·03-04 21:27
    订单排到2026,冲!
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