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業績超預期 傳音控股(688036.SH)逆勢拉昇逼近歷史新高
格隆匯 02-04 14:48
格隆匯2月4日丨傳音控股逆勢拉昇一度漲9.12%報211.21元,逼近1月25日創出的歷史新高價,市值超1600億元。公司1月29日發佈業績預增公吿,預計2020年歸母淨利潤26.39億元,同比增47.13%。依此算預計四季度公司歸母淨利潤6.8億元,同比增39%;經營利潤超過10億元,同比增速超過100%,超市場預期。業績高增長主要來源於在非洲以外新興市場高速增長,Q4延續了Q3 以來的市佔率持續提升。業績預吿公佈後,浦銀國際給予其買入評級,目標價235元。浦銀國際曾指出,新興的發展中地區如非洲、印度等地區的功能機用户向智能機切換的需求有望成為 2022 年之後全球智能手機的成長動力。傳音控股目前對於這些市場的智能手機佈局可以很好的幫助公司享受長期成長紅利,因而公司成長確定性較高。

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