研報掘金丨中泰證券:立訊精密通訊&汽車業務有望持續增長,維持“買入”評級
中泰證券日前研報指出,消費電子基本盤穩健增長,汽車電子和通訊貢獻新成長,2023年立訊精密(002475.SZ)實現歸母淨利潤109.53億元,2017-23年CAGR達36.5%,2024年中報指引強化全年增長確定性,24Q2預計實現歸母淨利潤27.6-29.7億元,中值28.6億元,yoy+22.5%。公司估值低於行業平均估值,且考慮到公司大客户業務成長確定性高,以及大客户佈局AI帶來潛在業務機遇,通訊&汽車業務亦有望持續增長,維持“買入”投資評級。
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