A股異動 | 歌爾股份漲近6% 第三季度業績超預期引券商大力唱多
格隆匯10月30日丨歌爾股份(002241.SZ)漲近6%,報19.03元,總市值617.5億元。歌爾股份前三季度收入同比增長56.2%至241.3億元,歸母淨利潤同比增長15.0%至9.8億元,扣非歸母淨利潤同比增長62.3%至10.9億元。第三季度收入同比增長50.4%至105.6億元,歸母淨利潤同比增長12.1%至4.6億元,扣非歸母淨利潤同比增長66.1%至6.7億元。華泰證券研報表示這一業績超市場預期。受TWS耳機及可穿戴設備需求強勁,5G商用加速推動VR/AR放量驅動,我們認為歌爾將隨着資產能力修復創造可觀業績增量,且VR/AR前瞻佈局有望提振歌爾估值。華泰上調19-21年EPS至0.40/0.59/0.69元,上調目標價至19.54~22.5元,重申“買入”。 天風證券亦發佈研報稱,受益於智能無線耳機及可穿戴等高增長,Q3扣非淨利潤超預期,盈利能力環比向上,精密零組件同比正增長驗證H2聲學零組件價格維穩利潤率到拐點的判斷,展望全年業績高增長。中長期來看,戰略客户如華為多產品線成長+大客户戰略+光學累積助力發力5G時代VR/AR成長邏輯不變,持續堅定推薦該公司。
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