研報掘金丨信達證券:維持納思達“買入”評級,打印機業務持續改善
信達證券研報指出,納思達(002180.SZ)24年實現歸母淨利潤7.49億元,同比增長112.11%;Q4實現歸母淨利潤-3.32億元,同步增長94.81%。奔圖銷量收入顯著改善,市場佔有率進一步提高;極海微在汽車電子、工業芯片全面佈局,通用耗材持續開拓新客户。奔圖行業信創有望帶來顯著增量;公司新推出國產全自主A3打印機,整體市佔率有望進一步提升;非打印芯片全面佈局汽車、工業等市場,通用耗材憑藉高質量和成本優勢未來有望實現市佔率和利潤的良性增長。維持“買入”評級。
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