聚焦投行报告-中国PCB与CCL行业:震荡中坚守,回调后更乐观(英)。from the optionality of Kyber backplane adoption not yet priced in (similarly for SYT through potential backplane CCL allocation). We expect the Kyber orthogonal backplane to still launch with Feynman in 2028 and could lift SYT/Shennan's 2026-29E earnings CAGR to 44%/47% from our current estimates of 38%/39%.
聚焦投行报告-中国PCB与CCL行业:震荡中坚守,回调后更乐观(英)。from the optionality of Kyber backplane adoption not yet priced in (similarly for SYT through potential backplane CCL allocation). We expect the Kyber orthogonal backplane to still launch with Feynman in 2028 and could lift SYT/Shennan's 2026-29E earnings CAGR to 44%/47% from our current estimates of 38%/39%.
聚焦投行报告-中国PCB与CCL行业:震荡中坚守,回调后更乐观(英)。from the optionality of Kyber backplane adoption not yet priced in (similarly for SYT through potential backplane CCL allocation). We expect the Kyber orthogonal backplane to still launch with Feynman in 2028 and could lift SYT/Shennan's 2026-29E earnings CAGR to 44%/47% from our current estimates of 38%/39%.
覆盖 2026 年。
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适合战略规划、产品经理、行业研究员等读者参考。
重点分析了PCB、投行报告、中国PCB与CCL行业、震荡中坚守等议题。