研報掘金丨華福證券:首予明月鏡片“買入”評級,積極佈局近視防控業務構築第二成長曲線
華福證券研報指出,明月鏡片(301101.SZ)是國內光學鏡片領軍企業,具備完善產業鏈及一站式服務體系,業務涵蓋鏡片、原料、成鏡、鏡架等產品研發設計、生產銷售。核心產品為中高檔光學樹脂鏡片,鏡片產品以自有知名品牌“明月”為主。2024年前三季度,實現營收5.83億元,同比+3.6%;歸母淨利1.37億元,同比+11.9%。公司作為國產鏡片品牌龍頭,常規鏡片業務受益於產品結構產品及大單品放量,收入與利潤穩步提升,並積極佈局近視防控業務構築第二成長曲線,同時,隨着AI智能眼鏡的興起,公司也做了充分的佈局,加強與行業其他公司洽談合作交流,未來智能眼鏡的放量有望成為公司潛在增長點。首次覆蓋,給予“買入”評級。
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