研報掘金丨天風證券:滬電股份加碼研發緊跟行業趨勢,維持“增持”評級
天風證券研報指出,滬電股份(002463.SZ)Q4營收利潤加速增長,預計主要為算力需求下高多層PCB訂單飽滿,帶來業績加速增長,單季度業績歷史新高。公司是PCB領軍企業,聚焦於通訊+汽車板業務,深耕行業30載積累領先客户資源,加碼研發緊跟行業趨勢。有望充分受益於行業發展機遇快速增長。維持“增持”評級。根據Dell‘Oro預測, 到2027年,近一半的數據中心交換機端口將由400Gbps及更高的速度驅動,同時預計到2025年,800Gbps將超過400Gbps。
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.