研報掘金丨民生證券:中科星圖業績基本符合市場預期,維持“推薦”評級
民生證券研報指出,中科星圖(688568.SH)24年歸母淨利潤3.5億元,YOY+2.7%;扣非淨利潤2.4億元,YOY+4.0%。業績基本符合市場預期。公司作爲空天信息技術創新的引領者、商業航天產業鏈條的整合者、低空經濟產業發展的推動者,不斷深化空天信息、商業航天和低空產業技術創新,逐步從高速增長向高質量發展轉變。2025年擬定增募資25億元深化衛星、低空、AI等產業佈局。預計公司2025~2027年歸母淨利潤分別是4.79億元、6.16億元、7.89億元,考慮到公司稀缺的空天信息能力及在戰新產業方面的前瞻性佈局,維持“推薦”評級。
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