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研報掘金丨民生證券:維持德賽西威“推薦”評級,看好智能變革機遇下公司長期成長
格隆匯 03-17 15:12

民生證券研報指出,德賽西威(002920.SZ)2024年度實現營收276.18億元,同比+26.06%;歸母淨利20.05億元,同比+29.62%,營收高速增長,訂單再創新高。2024年公司海外訂單超過50億元,同比增幅超過120%。2024年,公司成功開拓海外新客户HONDA;積極推進產能佈局,目前德國子公司已完成擴建投產,墨西哥工廠已投產,西班牙智能工廠已開工建設。其中,西班牙工廠預計2025年底竣工,2026年開始向客户供應智能座艙、智能駕駛等產品。智能座艙產品受益大屏多屏趨勢及新客户拓展,智能駕駛產品覆蓋L2、L3及以上級別,看好智能變革機遇下公司長期成長。維持“推薦”評級。

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