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研報掘金丨國信證券:予中科創達“優於大市”評級,合理估值76.4-81.7元

國信證券研報指出,中科創達(300496.SZ)是全球領先的全棧式智能操作系統及端側智能產品和技術提供商,深耕智能操作系統領域16年。三大核心業務:智能軟件、智能汽車以及智能物聯網協同發展並駕齊驅,2023年, 智能軟件、智能汽車、智能物聯網業務分別實現營收14.16/23.37/14.89億元。公司設立了"IP+服務+解決方案"的三位一體的全棧式、立體化、模塊化、標準化、定製化的軟件產品和方案、以及依託軟件為核心的軟硬一體產品銷售的商業模式。考慮到公司短期利潤承壓。給予公司2024年75-80倍PE,預計合理估值76.4-81.7元,給予“優於大市”評級。

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