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研報掘金丨光大證券:瑞芯微24年營收利潤雙高增,維持“買入”評級
格隆匯 03-10 15:33

光大證券研報指出,2024年瑞芯微(603893.SH)依託AIoT芯片“雁形方陣”佈局優勢,在旗艦芯片RK3588帶領下,以多層次、滿足不同需求的產品組合,促進AIoT多產品線的佔有率持續提升,尤其是在汽車電子、機器視覺、工業及行業類應用等領域;以RK3588、RK356X、RV11 系列爲代表的各AIoT算力平臺快速增長,實現營收創歷史新高,歸母淨利潤同比高增長。公司深耕AIoT領域,產品佈局完善,隨着多款產品放量,業務持續發展。根據公司2024年業績預告和行業高景氣趨勢有望持續,預測公司24-25年歸母淨利潤爲5.92和7.90億元(上修63%和30%),新增26年歸母淨利潤預測爲9.66億元。維持公司“買入”評級。

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