研報掘金丨國信證券:維持銳捷網絡“優於大市”評級,持續拓展海外業務
國信證券研報指出,銳捷網絡(301165.SZ)24年實現歸母淨利潤5.74億元,同比增長43.09%;其中四季度歸母淨利潤1.62億元,同比增長32.54%。數據中心交換機強勁增長,公司持續拓展海外業務。經營穩健,毛利率基本持平,費用投入有的放矢。推出51.2T CPO交換機等高性能產品,滿足智算中心和數據中心的高帶寬需求。2025年,公司將繼續聚焦企業園區/雲數據中心/中小企業三張網以及安全、雲桌面業務方向。公司指引2025 年一季度歸母淨利潤9,800萬元至12,500萬元,同比增長4142.15%至5310.90%。維持“優於大市”評級。
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