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研报掘金丨国金证券:予沪电股份“买入”评级,目标价63.95元
格隆汇 02-25 15:21
国金证券研报指出,沪电股份(002463.SZ)是全球领先的印制电路板(PCB)供应商,根据公司业绩快报,公司2024年归母净利同比增长71%,绝对值达到26亿元,规模已经超越2019年5G大规模建设当年,并且盈利能力也达到历史新高。考虑到公司业务结构明显好于同行平均水平,给予公司2025年归母净利润30倍目标PE,对应目标市值1228亿元,对应目标价为63.95元/股,给予“买入”评级。
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