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A股異動 | 大華股份(002236.SZ)強勢漲停 政府端安防需求有望持續回暖
格隆匯 09-15 14:49
格隆匯9月15日丨大華股份(002236.SZ)強勢漲停,報23.4元,總市值703億元;海康威視(002415.SZ)則漲逾3%。廣發證券最新研報稱,考慮到公司作為行業第二廠商,成長空間受益於行業智能化趨勢持續打開,並且管理變革持續兑現,給予公司2020年25倍PE,合理價值29.36元/股,維持“買入”評級。中信證券研報稱,持續看好視頻物聯產業在近年有望迎來爆發,建議重點關注龍頭公司海康威視與大華股份。2020年1~8月,中國政府安防項目招標及中標金額分別同比增加9%和19%,仍維持改善趨勢。本月安徽、雲南、湖北、福建等多地政府出台各自的新型基礎設施建設實施方案,進一步推動“新基建”的落地。從已有落地方案來看,智慧安防也是新基建重要落地方向,有望帶動政府端安防需求回暖。

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