研報掘金丨中金:匯川技術Q1預吿符合預期,維持“跑贏行業”評級
中金公司研報指出,匯川技術(300124.SZ)預吿1Q24歸母淨利潤同增0~15%,扣非淨利潤同增15~30%。整體來看,認為公司收入端、扣非淨利潤端仍然符合我們此前預期。公司主業攻守兼備,從同比增速來看,汽車>工控>電梯。1Q24期間公司汽車業務高速增長、工控業務穩健增長、電梯業務略有增長。該行看到1-2月期間公司電驅動裝機量增速遠超電控增速,進而提升綜合單機價值量,整體而言公司汽車業務持續高速發展。該行維持2023-25年淨利潤47.5/60.1/75.0億元淨利潤預期,維持跑贏行業評級。
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