研報掘金|中金:上調高偉電子目標價至36.6港元 維持“跑贏行業”評級
中金髮表報吿指,高偉電子去年收入按年增長170%至24.9億美元,淨利潤按年增長156%至1.19億美元,超出市場預期9%。展望今年,該行認為高偉電子與大客户配合緊密,伴隨後攝訂單全年出貨/規格升級/機型下沉/潛在份額提升,高偉有望繼續實現可觀的業績增長。中長期看,該行認為高偉有望成為大客户在端側AI(耳機、手錶、眼鏡、MR等)佈局上的光學核心供應商之一,同時激光雷達放量或將新增利潤貢獻,建議投資者積極關注。該行上調對公司2025年淨利潤預測16%至2.03億美元,引入2026年淨利潤預測2.44億美元,維持“跑贏行業”評級,考慮到公司在大客户處的成長空間能見度加強以及港股消費電子估值中樞上移,上調目標價59%至36.6港元。
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