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研報掘金丨國元證券:維持韋爾股份“買入”評級,Q2業績保持高增態勢
國元證券研報指出,手機汽車雙線帶動,預計韋爾股份(603501.SH)Q2歸母淨利實現7.5-8.5億元,保持高增態勢。公司推出的OV50H 和OV50K40 等高規格料號在高端智能手機市場產品導入順利,目前OV50H 已上量小米14Pro 等機型,OV50K40 在榮耀Magic 6 至臻版首發,有望上量小米、華為等新機型。汽車自動駕駛滲透率提升帶動CIS需求,L2向L3過度將帶動單車攝像頭數量增加,疊加CIS 向高像素方向升級,帶動價格提升。公司推出的OX08D10具有領先的低光性和低功耗,目前已預集成多家平台。在中性/樂觀的情況下,給予公司24年34x/44x估值,對應目標價125/162元,維持“買入”評級。
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