A股异动 | 大华股份(002236.SZ)强势涨停 政府端安防需求有望持续回暖
格隆汇9月15日丨大华股份(002236.SZ)强势涨停,报23.4元,总市值703亿元;海康威视(002415.SZ)则涨逾3%。广发证券最新研报称,考虑到公司作为行业第二厂商,成长空间受益于行业智能化趋势持续打开,并且管理变革持续兑现,给予公司2020年25倍PE,合理价值29.36元/股,维持“买入”评级。中信证券研报称,持续看好视频物联产业在近年有望迎来爆发,建议重点关注龙头公司海康威视与大华股份。2020年1~8月,中国政府安防项目招标及中标金额分别同比增加9%和19%,仍维持改善趋势。本月安徽、云南、湖北、福建等多地政府出台各自的新型基础设施建设实施方案,进一步推动“新基建”的落地。从已有落地方案来看,智慧安防也是新基建重要落地方向,有望带动政府端安防需求回暖。

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