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研報掘金丨平安證券:瀾起科技業績有望維持穩定增長,維持“推薦”評級
格隆匯 04-15 14:27

平安證券研報指出,瀾起科技(688008.SH)24年實現歸母淨利潤14.12億元,同比增長213.10%;2025年一季度,公司預計實現歸母淨利潤5.10-5.50億元,同比增長128.28%-146.19%。內存接口芯片恢復性增長,運力芯片新產品規模出貨,公司2024年業績增速迅猛。展望2025全年,預計DDR5內存接口芯片需求及滲透率較2024年大幅提升,高性能運力芯片需求呈現良好成長態勢。公司是全球互連類芯片領先企業,產品持續更新迭代,市場競爭力強。當前,內存接口芯片隨下遊市場回暖出現恢復性增長,運力芯片受益於AI趨勢快速放量,公司業績有望維持穩定增長。公司技術水平先進,產品競爭力強,DDR5滲透以及AI產業趨勢有望推動公司業績穩定增長,維持對公司“推薦”評級。

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