研報掘金丨方正證券:維持南芯科技“強烈推薦”評級,向汽車、AI服務器等領域拓展
方正證券研報指出,南芯科技(688484.SH)收入規模位居國內模擬芯片設計公司前列,且以消費類產品為穩定盈利基石。近年來,公司在深耕智能手機等原有競爭優勢的同時積極拓寬產品能力邊界,向汽車、AI服務器等領域拓展,挖掘增長新動能。管理層具備較強的產業洞察力,戰略佈局貫穿產業機遇,同時深入一線參與研發銷售與供應鏈管理。公司是電源及電池領域可提供端到端完整解決方案的稀缺性標的,在電荷泵技術領域架構完善、研發更為前沿,疊加收購後嵌入式領域協同效應,產品矩陣不斷豐富,看好公司未來產品結構和應用領域拓展。維持“強烈推薦”評級。
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