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研報掘金丨國盛證券:同飛股份業績基本盤穩健,維持“買入”評級
格隆匯 02-20 17:00

國盛證券研報指出,同飛股份(300990.SZ)爲溫控解決方案龍頭,數據中心液冷業務有望構築公司第二增長曲線。公司已佈局數據中心和半導體溫控領域,AI基建需求高景氣有望帶動數據中心溫控訂單高增。2024年通用、專用設備固定資產投資同增15.5%/11.6%,未來低空經濟、人形機器人等新業態有望進一步推高工業溫控需求。儲能、工業溫控需求景氣向好,公司業績基本盤穩健。公司上市至今已發佈兩期股權激勵,業績考覈目標達成度較高,綁定核心員工利益。同飛股份2025E PE估值30倍低於行業平均PE估值。首次覆蓋,給予“買入”評級。

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