25Q2封测总结:AI仍为主要驱动因素,头部厂商欲打造尖端封测一站式解决方案 | 投研报告

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Sep 18, 2025

华金证券近日发布集成电路行业深度分析:根据Wind数据,2025Q2对比国内头部封装企业,甬硅电子(毛利率为16.87%)/通富微电(毛利率为16.12%)毛利率高于封装板块头部公司平均水平(14.92%),2025Q1毛利率为封装头部公司近三个季度相对低点,2025Q2头部公司毛利率恢复至2024Q4毛利率水平附近。华金证券近日发布集成电路行业深度分析:根据Wind数据,2025Q2对比国内头部...

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