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研報掘金丨光大證券:維持佰維存儲“增持”評級,增大在先進封測等領域的競爭力
格隆匯 03-05 15:32

光大證券研報指出,佰維存儲(688525.SH)24年實現歸母淨利潤1.76億元,同比扭虧。存儲行業復甦,產品銷量同比大幅度提升。公司具備從產品規劃、設計開發到先進製造的全棧能力,產品線涵蓋NAND、DRAM 等各類存儲器。通過全球營銷網絡和本地化團隊,公司獲得惠普、宏碁、掠奪者等國際品牌的全球運營授權,以及聯想在海外市場的授權。公司產品在國內市場份額領先,並進入國內外一線客户供應體系。2025年隨着AI眼鏡放量,公司與Meta等客户深入合作,將推動業務持續增長。公司注重研發投入,增大在先進封測等領域的競爭力。存儲行業復甦疊加公司多款AI產品有望逐步放量,預測公司25年歸母淨利潤為6.18億元(上修50%),新增26年歸母淨利潤預測為7.80億元。公司先進封測業務有望構築芯成長空間,維持“增持”評級。

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