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研報掘金丨東興證券:首予聯特科技“推薦”評級,將受益於AI產業發展趨勢
格隆匯 02-21 17:03

東興證券研報指出,國內DeepSeek發佈的開源模型表現優異,引領全球AI加速創新變革,有望開啟國內人工智能集羣升級,擴大光模塊產品需求。聯特科技(301205.SZ)將受益於AI產業發展趨勢,營收保持較快增長趨勢。近年來,公司堅持自主創新,加大在高速光模塊研發投入,推進800G、1.6T等高端光模塊產品的研發和量產。公司持續擴大光模塊研發投入,兼具產品研發和生產製造能力,擁有光芯片集成、光器件以及光模塊的設計、生產能力。預計公司2024-2026年營業收入分別為8.47、10.36、12.35 億元,歸母淨利潤分別為0.97、1.29、1.66 億元,對應PE分別為114X、86X、67X。首次覆蓋給予“推薦”評級。

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