研報掘金丨長城證券:三安光電營收和利潤有望實現持續增長,維持“增持”評級
長城證券研報指出,三安光電(600703.SH)2024年實現歸母淨利潤2.53億元,同比下降31.02%;2025年Q1實現歸母淨利潤2.12億元,同比增長78.46%,環比大幅增長;實現扣非淨利潤0.75億元,同比環比均實現扭虧為盈。公司在2024年展現了穩健的經營態勢和良好的發展前景。儘管淨利潤受到非經常性損益的影響有所下滑,但營收增長和扣非淨利潤的改善顯示出公司主營業務的韌性。公司在LED和集成電路兩大核心業務領域的持續投入和佈局,使其能夠充分受益於行業增長趨勢。展望未來,隨着LED高端細分市場的進一步拓展和集成電路業務的產能釋放,公司的營收和利潤有望實現持續增長。維持“增持”評級。
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