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研報掘金丨平安證券:海光信息上半年收入、利潤增速可觀,維持“推薦”評級
格隆匯 08-15 15:48

平安證券研報指出,海光信息(688041.SH)上半年業績增勢堅挺,公司業務穩健運營。上半年實現營業收入37.63億元,同比增長44.08%;實現歸母淨利潤8.53億元,同比增長25.97%。公司收入、利潤增速可觀,主要原因系公司產品性能提升,同時市場需求增加,客户對公司產品的認可度進一步提升所致。此外,2024H1末,公司存貨24.55億元,較2023年末大幅增長128.59%,預付款項30.90億元,較2023年末增長29.37%,上述指標一定程度上表明公司運營穩中有升,同時為公司未來業績持續增長奠定了堅實的基礎。公司是國產算力核心標的,其CPU、DCU產品在國內市場中具有強大的競爭力,在目前國產替代趨勢以及AI浪潮的加持下,公司業績有望維持穩定增長。該行認為,公司產品性能優異,生態環境豐富,競爭力強大,未來成長潛力可觀,維持對公司“推薦”評級。

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