研報掘金丨東北證券:先導智能持續拓展海外市場,首予“買入”評級
東北證券研報指出,先導智能(300450.SZ)持續拓展海外市場,不斷提升海外客户多元化程度。同時,公司持續優化全球網絡和資源配置,不斷完善本土化的服務團隊和生產製造能力,快速響應客户需求。2024年,公司海外業務收入達到28.31億元,同比增加26.31%,收入佔比提升至23.88%,毛利率同比提升至39.32%。公司2022年和2023年海外收入為11.95 億元和22.41億元,收入佔比分別為8.58%和13.48%。公司海外業務持續高增長,反應了公司全球化戰略加速推進,體現公司產品較強的國際競爭力。首次覆蓋給予公司“買入”評級。
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