Zhongtai Securities: Car Camera golden track, a leading manufacturer with ten-year high growth
Zhongtai Securities pointed out that there is a new opportunity in the history of intelligent driving, and the volume and price of on-board cameras have risen at the same time. High barriers achieve high concentration, and large space provides strong growth. Car camera golden track, leading manufacturers for ten years of high growth. With the accelerated development of intelligent driving and the rise of on-board cameras, leading manufacturers have high growth certainty. It is suggested to pay attention to Weill Co., Ltd., the vehicle platform manufacturer, the global longyi Shunyu optics of vehicle lens and module, the global potential longer Lianchuang electronics, and Jingfang technology, the domestic CIS sealing and testing leader.
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