研報掘金丨華西證券:三環集團業績同比增長亮眼,首予“買入”評級
華西證券研報指出,三環集團(300408.SZ)24年歸母淨利潤21.94億元,同比+38.78%;公司業績同比增長亮眼。公司MLCC產品不斷實現技術和市場突破,品牌核心競爭力逐步提升,銷售同比有較大幅度增長;光器件產品受益於全球數據中心建設加快,光器件產品需求不斷增長,公司光纖陶瓷插芯及相關產品銷售同比增長。公司持續拓展新材料、新產品、新技術,助力公司業績加速發展。公司根據市場需求,適時調整產品戰略規劃,不斷進行新品研發、工藝改進、成本控制,持續拓展新規格,維持通信部件業務的平穩發展。首次覆蓋,給予“買入”評級。
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