研報掘金丨國盛證券:首予勝宏科技“買入”評級,業績有望迎來加速成長
國盛證券研報指出,勝宏科技(300476.SZ)2024年前三季度公司實現營收77.0億元,同比+34%,實現歸母淨利潤7.7億元,同比+30.5%。伴隨AI產品放量,公司業績有望迎來加速成長。伴隨泰國工廠快速投產,基於大客户示範效應,公司有望實現更多北美客户的AI產品導入及量產,形成算力+網絡、HDI+高多層、海外+國內多點開花的良好佈局。勝宏科技PE估值為32.7/12.8/9.0x,對比具備顯著估值優勢,首次覆蓋,給予“買入”評級。
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