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A股異動|偉測科技一度升超14% 機構指週期復甦有望帶來業績持續高增
偉測科技(688372.SH)盤初一度升超14%,現升7.51%報129元,總市值146.3億元。天風證券點評該公司中報稱,23Q2營收與利潤全面環比增長,公司持續致力突破多種類高端芯片測試難點,積極擴產以滿足上行週期客户需求,週期復甦有望帶來公司業績持續高增。天風證券看好該公司的理由包括:國內第三方測試方興未艾,預測2026年測試市場規模達483億元,5年內存在約240億元的大量增長空間,重要性與廣闊空間並存;國產替代需求放量,設計廠商訂單或向國內轉移,公司採取高端化差異競爭路線迎來黃金髮展時代;募投項目進展順利,公司持續擴大測試生產產能,重點佈局高端測試,助力後續行業復甦階段業績持續增長。

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