野村:維持中興通訊(0763.HK)買入評級 目標價24港元
野村發表研究報吿指,中興通訊(0763.HK)管理層目標今年收入為1150億-1170億元人民幣,料於2023年增長至1500億元人民幣,主要由於穩定增長的電訊設備市場,例如本地企業市場快速擴張,有信心2021-23年收入複合年增長率為50%。該行維持其買入評級,H股目標價24港元。
野村指,管理層料毛利率將持續恢復,主要受自主設計的芯片組升級帶來更好的成本優化。該行指,在2024年後,中興或會逐步加大終端用户市場,如智能手機、物聯網及汽車電子產品等。

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