研報掘金丨信達證券:匯川技術龍頭優勢持續鞏固,維持“買入”評級
信達證券研報指出,穿越週期,匯川技術(300124.SZ)龍頭優勢持續鞏固,維持“買入”評級。從總體業務來看,工業自動化業務逆勢保持較高增速;新能源汽車業務維持高速增長,收入規模逐漸上升,有望逐步貢獻利潤。另外,公司持續加大工業軟件、國際化等戰略業務的投入,作為工控龍頭,該行認為數字化賦能有望打開公司長期成長空間,同時通過複製國內定製化+快速響應策略有望實現在海外市場的快速佈局,提升公司全球工控產品市佔率。
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