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A股異動丨星網鋭捷漲超6% 雲計算和自主可控帶動公司進入確定性發展期
格隆匯 12-06 10:13
格隆匯12月6日丨星網鋭捷(002396.SZ)漲超6%,報34.51元,總市值201億元。華泰證券研報指出,星網鋭捷產品能力提升驅動公司中標中移動高端路由及交換機集採。中標中國移動高端路由及交換機集採,突破運營商高端產品市場。持續研發投入逐漸開花結果,產品組合持續優化。CT向IT演進帶來網絡設備新機遇,自主可控有望打造新增長極。看好公司在5G雲化趨勢下的成長機遇,預計公司19~21年EPS分別為1.21/1.51/1.85元,維持目標價36.30~38.72元,維持“買入”評級。中金公司首次覆蓋星網鋭捷,並給予跑贏行業評級,目標價42.96元,對應2020年28.7倍P/E。星網鋭捷主營業務包括企業級網絡設備(交換機、路由器、WLAN等)和各個行業終端及解決方案(通訊產品、網絡終端、視頻信息應用等),我們認為雲計算和自主可控是公司業務發展的兩大驅動力。
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