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研報掘金丨國元證券:維持大華股份“買入”評級,海外及創新業務保持良好增長態勢
格隆匯 04-14 16:06
國元證券日前研報指出,大華股份(002236.SZ)24年營業收入同比基本持平,國內外諸多因素致淨利潤下滑。受匯率波動影響,本年度匯兌收益0.37億元,較上年同期收窄1.43億元,影響當期利潤增速。國內業務有所承壓,海外及創新業務保持良好增長態勢。公司以行業業務爲驅動,全面升級星漢大模型:發佈以視覺爲核心的V系列大模型,以語言爲核心的L系列大模型,以多模態爲核心的M系列大模型。公司是全球領先的以視頻爲核心的智慧物聯解決方案提供商和運營服務商,長期成長空間廣闊。考慮到行業的成長空間和公司業務的持續成長性,維持“買入”評級。
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