研報掘金丨長江證券:維持領益智造“買入”評級,看好公司中長期成長性以及確定性
長江證券研報指出,領益智造(002600.SZ)24年實現歸母淨利潤17.53億元,同比下滑14.50%。公司作爲全球AI終端硬件龍頭,過去持續深耕國際大客戶,參與到客戶諸多產品線,此外公司亦不斷往產業鏈下遊延伸,具備零件、模組及整機的綜合能力。AI終端創新浪潮已至,未來智能終端將圍繞AI 開啓硬件環節升級,公司有望持續享受行業高速發展紅利。公司在“人眼折服”四大領域具有全面卡位優勢,未來將給公司打造新的成長曲線,看好公司中長期成長性以及確定性,維持公司“買入”評級。
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