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公司高性能板等高端产品占比已经近20%,06年7月1日欧盟全面推行的RoHS将提升公司产品竞争力。参股公司生益电子和东莞美维06年产能将分别扩张1/3和1倍。考虑到公司产品档次提高并延伸到挠性覆铜板和IC载板用覆铜板等新产品领域,公司估值水平可以相应提高。目前股价低于估值区间低端,维持买入评级。
High-end products such as high-performance board has accounted for nearly 20%, July 1, 2006 the full implementation of the EU RoHS will enhance the company’s product competitiveness. Shareholding companies Shengyi Electronics and Dongguan Mevon 06 annual capacity will be expanded 1/3 and 1 times. Taking into account the company’s product quality improvement and extended to the flexible CCL and IC substrate with copper clad laminate and other new products, the company’s valuation levels can be increased accordingly. The current share price is below the low end of the valuation range and maintain the BUY rating.