研報掘金丨光大證券:維持協創數據“買入”評級,認爲公司長期成長動力充足
光大證券研報指出,2024年協創數據(300857.SZ)以AI需求爲導向,以“雲智造+數字化”賦能供應鏈管理及成本管控,營收規模及盈利能力較2023年實現了大幅增長。服務器再製造業務盈利能力保持穩健,算力服務器再製造業務的業績表現超出預期。認爲,AI浪潮有望帶動公司2025-2026年歸母淨利潤持續實現高增長。該行上調公司2024-2025年歸母淨利潤預測爲7.70/10.21億元,較前次上調幅度爲79%/96%,認爲公司長期成長動力充足,維持“買入”評級。
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