A股異動丨中際旭創升超6% 機構指Q4和明年業績有望繼續增長
中際旭創(300308.SZ)升超6%,報102.5元,總市值822.9億元。中原證券研報指出,公司800G產能持續提升,核心原材料供給得到有效保障,800G/400G等硅光和相干新產品已得到重點客户的驗證和認可,市場導入進程加快。2023Q3公司800G/400G光模塊同比、環比的出貨量、收入、毛利率均有所上升,公司業績有望在Q4和明年繼續保持增長。中原證券還表示,AI算力的發展加快了光模塊技術迭代,並且縮短了光模塊週期。2025年AI客户對1.6T產品需求有望釋放。預計公司2023-2025年歸母淨利潤為18.01億元、35.22億元、45.08億元,對應PE為43X、22X、17X,維持“買入”評級。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.