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研報掘金丨民生證券:維持華勤技術“推薦”評級,看好公司ODM平台型佈局
格隆匯 04-11 15:56

民生證券研報指出,華勤技術(603296.SH)是ODM 廠商龍頭企業,公司深耕ODM行業10餘年,形成了特色的產業鏈及客户羣優勢,公司客户覆蓋國內外三星、OPPO、小米、vivo、亞馬遜、聯想、宏碁、華碩、索尼等知名品牌。據Counterpoint Research的數據顯示,華勤在2023年全球手機ODM市場中佔28%的份額,位居行業第一。未來智能手機的滲透率有望進一步提升,帶來更多增長機會。截至1H24,公司筆記本電腦ODM業務市場份額已進入全球前四,成為唯一達到年度千萬級以上出貨量的大陸公司。華勤技術抓住機遇,大力擴展其在汽車電子領域的業務,產品涵蓋智能座艙、智能網聯、智能車控和智能駕駛等四大核心技術領域,1H24該業務實現營收6.4億元,同比增長102%。看好公司ODM平台型佈局,AI服務器、汽車電子、AIoT等多元化佈局規模效應日益體現,維持“推薦”評級。

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