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研報掘金丨東方財富證券:預計奧拓電子將逐步進入業績修復期,維持“增持”評級
格隆匯5月19日丨東方財富證券18日研報指出,近日,奧拓電子(002587.SZ)發佈2022年度及2023年一季度報吿,受宏觀經濟低迷及市場需求疲軟等影響,部分業務開展及訂單交付存在較大壓力,但公司通過積極調整產品結構,持續開拓創新業務。隨着全球市場的放開及加速回暖,LED顯示行業整體在2023年一季度展現出了明顯的好轉,公司作為行業中的領先企業,境內外業務平衡,且超前佈局了XR虛擬攝影、數字虛擬人等新興領域,疊加數字網點業務的穩步推進,預計將逐步進入業績修復期。因此,預計公司2023/2024/2025年的營業收入為13.08/16.18/20.08億元;預計實現歸母淨利潤為1.10/1.52/1.99億元,EPS分別為0.17/0.23/0.30元,對應PE分別為35.75/25.82/19.79倍,維持“增持”評級。
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