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研報掘金丨東北證券:木林森在全球照明行業具有領先地位,維持“買入”評級
格隆匯 03-07 16:38
東北證券研報指出,木林森(002745.SZ)聚焦品牌照明和LED智能製造兩大核心業務,在全球照明行業具有領先地位。隨着公司將海外高成本、低效率的採購和製造環節轉移至國內,把自身已有的LED照明封裝產品逐步導入朗德萬斯的供應鏈體系中實現協同,朗德萬斯有望在銷售額穩步增長的同時實現利潤率的進一步提升。據賽迪研究院,預計到2026年中國低空經濟規模有望達到10644.6億元,隨着相關政策的落實以及試點城市的增加,預計未來三年低空照明市場空間廣闊。維持“買入”評級。
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