研報掘金丨國海證券:海康威視23年收入利潤保持增長,維持“買入”評級
國海證券研報指出,海康威視(002415.SZ)全年收入利潤保持增長,持續賦能數字化轉型。23年收入893.4億元,同比增長7.4%;實現歸母淨利潤141.1 億元,同比增長9.9%。其中海外主業收入239.8億元,同比增長8.8%,增速實現逐季提升;創新業務收入185.5億元,同比增長23.1%,得益於海康威視與創新業務子公司的協同效應逐漸顯現。公司預期國內經濟逐步企穩,公司業績可能呈現前低後高的趨勢,公司希望24年歸母淨利潤在160-170億元。考慮到公司在行業的龍頭地位,有望在復甦中率先受益,維持“買入”評級。
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