研報掘金丨中郵證券:維持韋爾股份“買入”評級,持續看好汽車CIS的後續空間
中郵證券研報指出,近期,韋爾股份(603501.SH)推出採用TheiaCel,技術不同規格的汽車圖像傳感器產品,也發佈了可用於高級駕駛輔助系統(ADAS)和自動駕駛(AD)的高性能前置機器視覺攝像頭新品。同時,公司憑藉在汽車行業近20 年寶貴經驗及完善的車規級驗證體系,將不斷豐富車規級產品矩陣,為公司年度業績的持續成長、市場份額的持續提升提供新的動力。隨着高端駕駛攝像頭配置逐漸向中低價車型拓展,市場將釋放大量需求。無論從攝像頭的裝配數量還是像素上,均有比較明顯的增長。公司在國內繼續保持份額優勢,在國外市場的拓展速度也在加快,持續看好汽車CIS的後續空間。維持“買入”評級。
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