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研報掘金丨首創證券:首予慧翰股份“買入”評級,在車聯網領域有較好技術沉澱和客户積累
格隆匯 01-15 16:51
首創證券研報指出,在車聯網領域,慧翰股份(301600.SZ)專注於汽車電子電氣架構升級以及汽車產業數字化轉型,公司在相關方面具有較好技術沉澱和客户積累,作為國內最早推出車聯網解決方案的企業之一,與大部分整車企業和一級供應商建立了長期穩定的合作關係。公司eCall產品根據功能的配置與不同,價格區間在400-1000元不等,隨着國標實施,滲透率有望快速上行,相關產品將隨之釋放業績。認為國內汽車行業智能網聯的變革是汽車產業未來發展的重要方向之一,預計公司2024年至2026年公司營收分別為10.8億元、13.8億元和17.8億元,歸母淨利潤分別為1.9億元、2.5億元和3.2億元。首次覆蓋給予“買入”評級。
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