金吾财讯 | 国泰海通证券研究称，伴随先进制程、存储芯片等需求增长，下游半导体行业资本开支上行，洁净室各系统需求迎来新一轮扩张。建议重点关注：1）暖通空调系统；2）高纯工艺系统；3）工艺废气治理系统。风险提示：下游半导体资本开支不及预期；行业竞争加剧，毛利率下行风险；项目型业务现金流与回款风险；技术验证与先进制程需求不及预期风险。
金吾财讯 | 国泰海通证券研究称，伴随先进制程、存储芯片等需求增长，下游半导体行业资本开支上行，洁净室各系统需求迎来新一轮扩张。建议重点关注：1）暖通空调系统；2）高纯工艺系统；3）工艺废气治理系统。风险提示：下游半导体资本开支不及预期；行业竞争加剧，毛利率下行风险；项目型业务现金流与回款风险；技术验证与先进制程需求不及预期风险。
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