研報掘金丨華安證券:裕同科技新訂單有望帶來新增長,維持“買入”評級
華安證券日前研報指出,裕同科技(002831.SZ)作爲國內領先的包裝一體化公司,立足於消費電子領域,進而多元化業務齊步發展,隨着公司優質下遊客戶的拓展,新訂單有望帶來新增長。維持“買入”評級。認爲此前內需承壓下消費者換機需求延後,而3C以舊換新國補活動有望激發消費者換機需求,推動3C產品銷售增長,公司作爲3C上遊核心包裝供應商有望受益。在AI智能產品迭代升級趨勢下,新產品帶來新消費需求,有望推動公司ICT包裝業務景氣度上行。
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