研報掘金丨國投證券:新易盛Q4業績顯著恢復,發佈2024年股票激勵計劃
國投證券研報指出,電信市場需求減弱影響新易盛(300502.SZ)全年業績,Q4業績顯著恢復,發佈2024年股票激勵計劃,高營業收入目標彰顯公司信心。公司是國內領先的光模塊解決方案與服務提供商。公司將基於現有產品與技術優勢,加速全球化佈局,深入參與新產品新技術的市場競爭,進一步提升公司在光模塊行業的核心競爭力。給予公司2024年42倍PE,對應6個月目標價79.38元,首次覆蓋,給予“買入-A”投資評級。
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