You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨國盛證券:立訊精密具有估值優勢,首予“買入”評級
國盛證券研報指出,立訊精密(002475.SZ)爲消費電子龍頭,三大業務齊頭並進。消費電子業務作爲公司基本盤,持續開拓新客戶及新產品,挖掘新增量空間,此外,藉助通訊、汽車業務兩大落腳點,公司業務覆蓋面的廣度進一步鋪開,實現多元化發展。端側AI浪潮下,深度綁定大客戶,打開新增量空間。另一方面,公司大力拓展ODM業務版圖,不斷豐富完善產品矩陣,擴大市場份額,2025年3月,公司公告收購聞泰ODM業務,拓展安卓客戶資源。新能源汽車滲透率持續攀升,打造全球汽車零部件Tier1平臺。中長期目標成爲全球汽車零部件Tier1領導廠商。公司具有估值優勢,首次覆蓋給予公司“買入”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account