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歌爾股份(002241.SZ)漲近8% 前三季度淨利預增70%-90%
格隆匯 08-21 09:45
格隆匯8月21日丨歌爾股份(002241.SZ)跳空上漲,盤中一度漲近8%報43.26元,總市值達1403億元;公司昨晚公佈業績顯示,上半年營收155.73億元,同比增14.71%;歸母淨利潤7.81億元,同比增49.05%,處於業績預告上限。扣非後歸母淨利潤7.37億元,同比增76.80%;同時公司預計2020年前三季度實現淨利潤16.74-18.71億元,同比增70%~90%。中信證券指出,公司為全球聲光電龍頭公司,發展路徑清晰,短期TWS耳機料仍為最核心驅動力,中期智能手錶/手環有望貢獻增量收入,長期看AR/VR,公司將持續圍繞核心大客户推進AIoT業務佈局及品類擴張;維持“買入”評級。

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