研報掘金丨國盛證券:維持東山精密“買入”評級 摺疊屏+機器人+眼鏡新產品新週期
國盛證券研報指出,東山精密(002384.SZ)24年歸屬於上市公司股東的淨利潤爲10.89億元,同比下降44.55%;預告2025年一季度歸母淨利4.34億元-4.63億元,同比增長50%-60%。受益於AI對ICT基建和消費產品的需求擴大,公司PCB、精密組件等產品作爲消費電子、新能源汽車行業的基礎零部件,ASP顯著提升,帶動公司經營業績的提升。新興業務方面,機器人、AR/VR、可穿戴設備、可摺疊屏手機等新興市場需求快速增長,也將催生FPC市場需求進一步增長。維持“買入”評級。
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