研報掘金丨東北證券:首予均勝電子“買入”評級,汽車安全與電子雙軌驅動
東北證券日前研報指出,均勝電子(600699.SH)的發展歷程可劃分爲“內生積累-併購擴張-技術深耕”三大戰略階段,目前,公司已經形成汽車安全系統和汽車電子系統兩大核心業務。隨着全球範圍內對汽車安全性的要求逐漸提升,均勝電子在安全系統上的技術積累將助力其持續增長。新能源管理方面,800V高壓平臺及BMS系統技術領先,覆蓋保時捷、寶馬等國際客戶;智能網聯方面,推出V2X 產品並持續提升產品技術性能。首次覆蓋,給予“買入”評級。
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