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研報掘金丨華泰證券:維持星宇股份“買入”評級,新勢力貢獻公司24年強勁營收增量
格隆匯 03-21 17:29

華泰證券研報指出,星宇股份(601799.SH)24年歸母淨利14.08億元(yoy+27.78%)。Q4歸母淨利4.31億元(yoy+34.49%,qoq+12.56%),歸母淨利潤符合我們在業績前瞻中的預期(4.18-4.78億元)。新勢力貢獻公司24年強勁營收增量,預計25年延續趨勢。25年開始,尊界、問界新車、極氪、理想純電等多款具備爆款潛質車型開啓量產,增長可預見性較強。考慮到公司已獲取國內增量品牌的較多份額,25年新項目有望多款爆款車型,且公司海外拓展積極,由國內頭部邁向全球頭部車燈企業,維持“買入”評級。

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