研報掘金丨廣發證券:維持道通科技“買入”評級,2024年業績預吿高增
廣發證券研報指出,道通科技(688208.SH)發佈業績預吿,2024年業績實現高增長。從宏觀來看,美國大選塵埃落定,考慮到公司業績端主要來自歐美市場,後續外圍環境變化仍需關注,從產業邏輯來看,即使出現關税調整的突發情況,公司受影響程度或較小,近年來公司持續推進海外產能佈局,2023年推動在美國北卡羅來納州建立工廠,2023年底正式建成。考慮到公司積極發力AI應用業務,可給予公司2025年合理估值倍數25 倍PE,合理價值43.43元/股,維持“買入”評級。
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