研報掘金丨羣益證券(香港):韋爾股份未來業績增長空間可觀,予“買入”評級
羣益證券(香港)研報指出,韋爾股份(603501.SH)得益於汽車領域CIS需求的快速增長以及公司產品結構的持續優化,2025年第一季度公司營收增長15%,淨利潤增長55%,繼續保持高增速。公司近期宣佈擬發行境外上市股份(H股),加快國際化戰略及海外業務發展,增強境外融資能力。此外,韋爾股份還計劃更名為“豪威集團”,以更好地體現其產業佈局。展望未來,在汽車CIS領域,公司市場份額有望進一步擴張。同時,可穿戴設備領域和物聯網領域對圖像傳感器的需求也在不斷提升,公司未來業績增長空間可觀。目前股價對應的2027年PE為23倍,給予“買入”評級。
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