研報掘金丨民生證券:海光信息業績持續高增長符合預期,維持“推薦”評級
民生證券研報指出,海光信息(688041.SH)全年歸母淨利潤預計為18.1~20.1億元,同比增長43.3%-59.1%。公司深耕市場+技術創新,推動業績持續高增長符合預期。營收和利潤的顯著增長主要得益於公司在通用計算市場的持續深耕以及技術創新帶來的市場份額擴大。隨着高強度研發和核心技術積累,公司技術“護城河”漸鞏固,產品組合漸豐富。基於海光CPU及DCU系列產品,公司積極支持行業構建數據中心和算力平台,促進智能計算與數值計算的深度融合,全面促進AI在智慧城市、生物醫藥、工業製造、科學計算等多個重要領域的大規模應用,加速“AI +”產業落地進程。看好公司的集成電路業務將受到下游需求拉動並持續增長,維持“推薦”評級。
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