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.
研報掘金丨光大證券:維持中際旭創“買入”評級,24年和25年Q1業績實現高增
格隆匯 05-16 14:47
光大證券研報指出,中際旭創(300308.SZ)24年歸母淨利潤51.71億元,同比+137.93%;25年Q1歸母淨利潤15.83億元,同比+56.83%。受益於AI產業高景氣度延續,公司24年和25年Q1業績實現高增。公司非常看重國內市場需求快速成長的機會,有專門子公司負責國內市場開拓,提供客户所需方案,包括400G、800G和硅光等。2025年招標也取得明顯優勢,在頭部大客户保持出貨量份額領先,預計2025年國內訂單和收入將加速增長。中際旭創是全球領先的高端光模塊公司,充分受益於當前AI發展大趨勢,當前市值對應PE 分別為13x/11x/9x,維持“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