研報掘金丨華鑫證券:維持北京君正“買入”評級,產品矩陣佈局豐富
華鑫證券研報指出,北京君正(300223.SZ)營收水平有所減弱,盈利能力短期承壓。前三季度實現歸母淨利潤3.04億元,同比減少17.37%。其中第三季度實現營收10.94億元,同比減少8.7%。利潤方面,受市場需求和競爭影響較大,公司的毛利率有所下降,盈利能力短期承壓。公司專注集成電路領域,產品矩陣佈局豐富。可面向汽車領域、工規領域、家居家電及消費等領域提供多種型號的模擬芯片和互聯芯片產品。公司持續進行各項核心技術的研發,推動公司在各領域中的技術創新與迭代,提高公司技術儲備,並將自主創新的核心技術應用在公司產品中,推動公司綜合競爭力的不斷提升。隨着市場需求的恢復以及公司新客戶的導入,公司將受益實現營收和利潤的持續提升,維持“買入”投資評級。
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