研報掘金丨東方證券:維持東山精密“買入”評級,目標價32.97元
東方證券研報指出,東山精密(002384.SZ)2024年歸母淨利潤10.86億元,同比降低44.7%;25Q1歸母淨利潤4.56億元,同比增長57.5%。PCB業務全球領先地位穩固,持續受益行業需求提升。目前公司新能源業務在產品策略、技術積累、客户拓展等方面已取得了較好的經營成效,未來有望繼續保持強勁發展勢頭。公司繼續推進全球化戰略,收購法國GMD集團100%股權。根據可比公司25年21倍PE估值水平,對應目標價32.97元,維持“買入”評級。
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