新工业大蓝图上路 E&E领域料成大赢家
(吉隆坡4日讯)政府于上周五(1日)正式推介2030年新工业大蓝图(NIMP 2030),分析员认为电子与电器(E&E)领域将会是最大受惠者。
首相安华上周五(3日)推介新工业大蓝图,通过提高大马企业的竞争力,确保我国更好地融入全球价值链,加速工业转型。
大华继显研究主管邱武益表示,新工业大蓝图提供吸引外国直接投资(FDI)、推动我国企业成为区域龙头,以及成为新兴领域如电动车、再生能源与人工智能等的有利因素。
“电子与电器行业占我国出口额的40%,我们认为该领域将会是大蓝图的最大赢家。”
邱武益给予电子与电器领域“增持”评级,并看好电子代工服务(EMS)、外包半导体测试与组装(OSAT),以及半导体生产设备(SPEs)分支领域。
此外,他表示,其他值得关注的受益行业,包括特定石油和天然气公司、工业产业和房产投资信托基金。
大华继显的首选股为CAPE公司(CEB,5311,主板工业股)、益纳利美昌(INARI,0166,主板科技股)以及NationGate控股(NATGATE,0270,创业板)。
邱武益指出,NationGate控股与CAPE公司的增长得益于供应链重组中新客户和主要客户所接收的订单。
“至于外包半导体测试与组装,我们看好益纳利美昌,因为该公司的新旗舰计划、库存补充和新业务合作带来强劲增长动力。”
此外,他也看好阁代科技(GREATEC,0208,主板科技股),尤其是该公司的积压订单当中,有超过一半来自高赚幅的电动车与再生能源领域。
其他受益者包括包装公司--环球集团(L&PBHD,0268,创业板)。
https://www.orientaldaily.com.my/news/business/2023/09/04/594101
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