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研報掘金丨東方證券:維持大華股份“買入”評級 海外和創新業務快速增長
東方證券研報指出,大華股份(002236.SZ)上半年歸母淨利潤同比下滑8%至18.1億元,扣非歸母淨利潤同比微增,海外和創新業務快速增長。其中海外業務營收同增9%至74.9 億元,佔比首超50%;創新業務營收同增9%至24.6 億元。華睿的業務圍繞機器視覺和移動機器人,上半年受到企業客户投資謹慎的影響,業績有所承壓,未來會加強新產品研發,補齊產品系列,助力大華從客户的邊緣系統切入到核心業務系統。根據可比公司24年平均20倍PE估值,給予21.20元目標價,維持“買入”評級。
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