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研報掘金丨浙商證券:藍思科技今明兩年利潤複合增速有望超過35%,維持“買入”評級
浙商證券研報指出,藍思科技(300433.SZ)是全球領先的外觀結構件龍頭公司,並且以結構件+模組+組裝的平台式延展,實現了智能終端產業的供應鏈垂直整合,未來幾年認為公司有望在規模化的基礎上實現35%以上的平台化複合成長,有望持續超越市場預期,而Apple Intelligence 的發佈和迭代則將帶動成長幅度進一步超預期。對於藍思科技,該行判斷公司今明兩年利潤複合增速有望超過35%,超預期增長。給予公司2025年20倍PE估值,對應市值為1192.4億,現價空間為48%,維持“買入”評級。
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