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研報掘金丨平安證券:維持德賽西威“推薦”評級,三大業務實現突破性增長
格隆匯 03-19 15:15

平安證券研報指出,根據德賽西威(002920.SZ)2024年年報,考慮到公司核心業務板塊實現突破性增長,同時海外業務拓展成效明顯,我們調整業績預測,預計公司2025-2027年歸母淨利潤分別為26.60億元(原值為27.89億元)、33.62億元(原值為36.61億元)和42.15億元(新增),EPS分別為4.79元、6.06元和7.59元,對應2025年3月18日收盤價的PE分別為25.0x、19.8x和15.8x。公司是我國智能汽車零部件領先企業,2024年業績表現良好,品牌力進一步加強。公司三大業務實現突破性增長,合力驅動公司發展。同時,公司積極開拓國際市場,海外訂單規模實現高增。持續看好公司的發展,維持“推薦”評級。

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