Customer advances soar; earnings expected to increase
AI starts to create real customer scenarios; maintain BUY
大客户23年潜望式设计或收窄至一款
首次覆盖:电磁屏蔽膜有望突破大客户;铜箔、FCCL多元布局打开成长空间
2022年业绩点评:代发业务客群显著增长,净息差保持平稳