研報掘金丨萬聯證券:首予傑克股份“買入”評級,行業景氣度有望復甦
萬聯證券研報指出,工業縫紉機行業歷經週期性調整後,當前行業正處於向上週期,傑克股份(603337.SH)作爲工業縫紉機龍頭從中受益,2024 年營收拐點已現,盈利能力持續提升。公司傳統業務優勢穩固,接續推出高毛利爆品,精準把握客戶的核心需求和痛點,工業縫紉機產品的國內市場份額呈上升趨勢。此外,公司針對下遊紡織服裝行業智能化發展趨勢,積極推出成套智聯解決方案,打造公司第二成長曲線。行業景氣度有望復甦,給與公司2024年23X 估值,對應目標價38.41元/股,首次覆蓋給予“買入”評級。
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