研報掘金丨東吳證券:均勝電子盈利能力修復,維持“買入”評級
東吳證券研報指出,整合結果逐步兑現,均勝電子(600699.SH)上半年盈利能力明顯修復。鑑於公司汽車安全業務整合順利,汽車電子業務新訂單不斷突破,維持“買入”評級。新訂單突破順利,產品結構持續優化。2023H1公司新獲全生命週期訂單422億元,汽車電子佔比超過50%,新能源佔比超過70%。公司聚焦國內市場開拓,產能不斷擴張。持續推進國內產能提升,合肥新產業基地一期預計於今年Q3正式投產,新增方向盤400萬件,安全氣囊1000萬件年產能。
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