研報掘金丨華安證券:立訊精密Q3利潤指引穩定增長,維持“增持”評級
華安證券研報指出,立訊精密(002475.SZ)上半年業績表現亮眼,下半年需求復甦+新機驅動,公司預計23Q3利潤同環比均有所增長。該行認為,隨着下半年下游市場的復甦,以及更多新款機型的推出,疊加公司汽車產品以及通信產品的加速放量,公司業績有望進一步提升。維持“增持”評級。在汽車業務板塊,公司依託過去十餘年建立的汽車線束、連接器、智能座艙、自動駕駛的多元化產品矩陣,輔以在消費電子領域所積累的快速迭代能力和成本控制意識,並與多家品牌客户建立深層次、多維度的戰略協同,為促進公司汽車產品的持續增長提供了堅實保障。在消費電子板塊,雖然PC等電子產品在需求端經歷提前消費,但截至23H1,該供需狀態已得到有效改善,公司電腦互聯產品及精密組件業務在23Q2呈同比增長態勢。
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