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A股異動 | 水晶光電漲7%股價創逾半年新高 上半年淨利同比增40%
格隆匯 08-18 10:04
格隆匯8月18日丨水晶光電(002273.SZ)盤中漲7.27%,報15.65元,總市值218億元,股價創逾半年新高。水晶光電8月17日晚間披露半年報,上半年實現營業收入18.84億元,同比增長9.54%;淨利潤2.45億元,同比增長40.22%;基本每股收益0.18元。其中2022年第二季度,公司單季度主營收入9.38億元,同比上升9.83%;單季度歸母淨利潤1.31億元,同比上升66.49%。中金髮研報指,公司上半年業績超出該行預期,該行認為主因:1)公司持續推動傳統濾光片業務產品結構升級,在競爭較為激烈的業態下彰顯自身韌性;2)薄膜光學面板產線建設逐步穩定,毛利水平較去年同期有較大提升。展望未來,中金看好公司手機光學業務夯實基本盤,HUD及AR等前瞻佈局有望打開第二成長曲線。該行維持跑贏行業評級,考慮到公司在行業下行週期中表現出較強韌性,上調目標價29.3%至18.1元。

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