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研報掘金丨中銀證券:同有科技專注企業級和特殊領域存儲,訂單充足,業績可期
格隆匯6月30日丨中銀證券29日研報指出,全球存儲巨頭美光營收超預期,存儲週期上行。AI發展促需求增加,巨頭削減開支帶來供需錯配,加速存儲週期上行的速度。隨着存儲產業週期變動,同有科技(300302.SZ)有望核心受益,實現新發展,因此維持增持評級。同有科技擁有全產業鏈國產化優勢,專注企業級和特殊領域存儲,訂單充足,業績可期。預計公司2023-2025年歸母淨利分別為0.22/0.32/0.63億元,BPS為3.17/3.24/3.37元,對應PB分別為4.8/4.7/4.5倍,維持增持評級。
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