研報掘金丨民生證券:威勝信息海外業務打造第二增長曲線,維持“推薦”評級
民生證券研報指出,威勝信息(688100.SH)24年歸母淨利潤6.31億元,同比增加20.07%;Q4歸母淨利潤2.08億元,同比增加16.43%,環比增加38.2%。24年業績符合預期,海外業務打造第二增長曲線。公司加速全球化佈局,已設立境外子公司及銷售代表處10餘家,沙特、印尼工廠已在建設中,2024年海外業務取得較大進展,境外業務實現收入4.21億元,同比增長85.40%。截至2024年12月31日,公司在手訂單40.17 億元,同比增長15.35%;報告期內公司新籤合同37.18億元,同比增長7.71%。公司以“物聯網+芯片+人工智能”爲核心競爭力,電力物聯網、智慧城市、海外三大業務佈局持續推進,維持“推薦”評級。
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