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研報掘金丨天風證券:堅定看好阿爾特深耕汽車領域,維持“買入”評級
天風證券研報指出,阿爾特(300825.SZ)近日宣佈攜手國內領先的大模型公司智譜華章,並基於自身強大汽車研發數據庫共建汽車垂直領域大模型,進一步完善公司AI賦能汽車研發的邏輯閉環。該行堅定看好公司深耕汽車領域,左手算力、右手模型,始終服務主機廠落地“新型工業化”。預計公司2023-2025年營收分別為16.78、24.53、34.61億元,歸母淨利潤分別為1.75、3.54、5.97億元,現價對應24/25年25/15x,員工持股考核22-25年淨利潤CAGR高達70%,維持“買入”評級。
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