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研報掘金丨西部證券:德賽西威智能驅動業績高增,維持“買入”評級
格隆匯 03-18 14:43
西部證券研報指出,德賽西威(002920.SZ)24年歸母淨利潤20.05億元,同比增29.6%;扣非後歸母淨利潤19.46億元,同比增32.7%。公司智能驅動業績高增,市場認可度進一步提高。公司的高算力智能駕駛域控制器成功斬獲長城、奇瑞、廣汽、廣汽豐田、小鵬等車企新項目訂單。公司基於全新AI芯片推出第五代智能座艙平台。報吿期內,公司HUD產品取得重大進展,成功進入日系、德系車企供應鏈,公司首個HUD 項目成功量產下線。報吿期內,公司傳感器相關產品已獲得廣汽豐田、奇瑞汽車、TATA等海內外車企的新項目訂單。Q4中,公司獲得英國標準協會頒發的ISO 37301合規管理體系認證證書,這標誌着公司在中國汽車電子與智能駕駛行業中率先達到了國際標準,也為公司全球化戰略的升級提供了強有力的支撐。維持“買入”評級。
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