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研報掘金丨長江證券:維持華測導航“買入”評級。25年預計全面向好
格隆匯 03-12 17:15
長江證券研報指出,華測導航(300627.SZ)24年目標超額完成,25年預計全面向好。2024年公司重點圍繞芯片等基礎器件、封閉和半封閉場景的行業智能機器人、SWAS系統、無人飛控技術等方向進行重點投入。建議重點關注出海、農機、低空經濟等方向。根據2023年報,公司2024年歸母淨利潤目標爲5.6億元,同比+25%,高於2023年經營目標利潤增速。覆盤2020-2023,公司利潤目標最低完成度98%,置信度高。預計公司2024-2026年可實現歸母淨利潤5.75/7.48/9.54億元,同比+28%/30%/28%,對應估值爲40x/31x/24x,重點推薦,維持“買入”評級。
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