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研報掘金丨光大證券:維持長電科技“買入”評級,運算及汽車電子構築增長引擎
光大證券研報指出,長電科技(600584.SH)持續聚焦高性能封裝技術高附加值應用,加速對汽車電子、高性能計算、存儲、5G通信等高附加值市場的戰略佈局,業務結構不斷優化,運算電子業務爲重要增長引擎。持續發力汽車電子領域,產能逐步釋放。另外,公司佈局智能終端射頻、功率及能源等領域。由於下遊需求仍需逐步恢復,下修公司2025-2026年歸母淨利潤預測爲21.55和25.04億元(下調30%和37%),新增2027年歸母淨利潤預測爲30.44億元。公司佈局高增長領域,業務結構不斷優化,我們看好後續運算和汽車電子業務對公司營收利潤的拉動,維持“買入”評級。
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