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研報掘金丨東吳證券:維持韋爾股份“買入”評級,手機+汽車驅動業績持續高增

東吳證券研報指出,韋爾股份(603501.SH)第二季度營收創新高,手機+汽車驅動業績持續高增。維持“買入”評級。二季度單季營收64.5億元,同比增長43%,扣非歸母淨利潤8.1億元,扭虧為盈。2024年上半年,公司產品結構與供應鏈結構優化成果明顯,帶動公司綜合毛利率持續提升至2024Q2 的30%。該行認為公司高像素CIS加速導入手機高端機型後攝及汽車客户,有望持續實現業績高增。基於此,基本維持對公司2024-2026年歸母淨利潤預測分別為33.7億元/50.5億元/64.5億元。

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