研報掘金丨國金證券:予滬電股份“買入”評級,目標價63.95元
國金證券研報指出,滬電股份(002463.SZ)是全球領先的印製電路板(PCB)供應商,根據公司業績快報,公司2024年歸母淨利同比增長71%,絕對值達到26億元,規模已經超越2019年5G大規模建設當年,並且盈利能力也達到歷史新高。考慮到公司業務結構明顯好於同行平均水平,給予公司2025年歸母淨利潤30倍目標PE,對應目標市值1228億元,對應目標價為63.95元/股,給予“買入”評級。
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