研報掘金丨華安證券:韋爾股份Q1業績修復,維持“增持”評級
華安證券研報指出,韋爾股份(603501.SH)23年歸母淨利潤5.56億元,同比減少43.89%;24年Q1歸母淨利潤5.58億元,同比增長180.50%,環比增長198.40%,Q1業績修復。下游需求回暖,產品結構優化,公司業績逐漸恢復隨着消費市場進一步回暖,下游客户需求有所增長,伴隨着公司在高端智能手機市場的產品導入及汽車市場自動駕駛應用的持續滲透,公司24Q1營業收入實現了明顯增長。同時,受到產品結構優化以及成本控制等因素影響,公司產品毛利率逐步恢復,帶動公司利潤增長。維持“增持”評級。
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