研報掘金丨國信證券:維持匯川技術“買入”評級,去年新能源汽車業務扭虧為盈
國信證券研報指出,匯川技術(300124.SZ)2023年歸母淨利潤同比增長9.8%,新能源汽車業務扭虧為盈。公司2024年經營目標為收入同比增長15%-35%,歸母淨利潤同比增長5%-20%。公司是國內工控龍頭,增長韌性強,長期受益於智能製造及產業升級大趨勢,發展空間廣闊。考慮到工業自動化行業需求較弱,公司加大戰略業務投入,小幅下調2024-2025 年盈利預測,維持“買入”評級。
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