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研報掘金丨民生證券:立訊精密收購萊尼公司完善汽車業務版圖,維持“推薦”評級
格隆匯 09-18 15:22
民生證券研報指出,立訊精密(002475.SZ)收購萊尼公司,汽車業務版圖進一步擴展。萊尼公司為全球頭部的電纜、電線和線束系統解決方案供應商。藉助此次收購,有助於立訊在產品開發、市場拓展、客户准入、產能佈局、物料採購等方面與萊尼公司實現資源互通、優勢互補和戰略協同,快速形成公司在全球汽車線束領域的差異化競爭優勢,為中國車企出海以及海外傳統車企提供更加便捷、高效的垂直一體化服務。另外,公司遵循“三個五年”既定計劃,一方面持續夯實消費電子業務基本盤,另一方面充分藉助通訊業務、汽車業務兩大落腳點,推動公司多元化發展。公司“整機組裝+精密組件+模組”全面佈局,未來隨手機組裝份額持續提升、汽車和通信業務的客户拓展及新品放量,公司業績有望進一步增長。維持“推薦”評級。
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