研報掘金丨華創證券:維持海康威視“強推”評級,目標價38.75元
華創證券研報指出,海康威視(002415.SZ)營收全年保持增長,利潤壓力較大。全年歸母淨利潤119.59億,同比下滑15.23%,單Q4,實現歸母淨利潤38.51億元,同比下滑26.74%,利潤壓力較大。隨着數智化推進,公司針對千行百業的數字化轉型需求,以多維感知技術線和領先的人工智能與大數據技術打造有競爭力的產品,解決各類場景中的實際問題、痛點,並且推動行業落地。另外,公司發佈增持與回購計劃,彰顯公司發展信心。截止2024年底,公司已累計回購公司股份1000.02萬股,佔公司目前總股本的0.1083%。參考歷史PE估值水平,給予公司2025年25xPE,對應目標價38.75元,維持“強推”評級。
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