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中泰证券-富创精密(688409)深度:大陆半导体零部件领军者,深度享受国产替代红利-230414

大陆半导体零部件领军者,四大类产品,用于半导体所有前道设备。 成立于 2008 年,近 90%营收来自半导体设备,在大陆主要半导体零部件供应商中,富创是较为纯粹的半导体零部件供应商,稀缺性强。富创以铝合金材料见长,是全球为数不多进入 7nm 制程的零部件供应商,实力大陆领先。掌握精密机械制造、表面处理、焊接三大技术,技术延展性强,拥有工艺零部件、结构零部件、模组产品、气体管路四大类产品,可用于半导

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