You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨國金證券:予瑞芯微“買入”評級,目標價175.85元
格隆匯 06-12 15:37

國盛證券日前研報指出,瑞芯微為國內AIoT SoC龍頭廠商,為汽車電子、機器視覺、工業應用、教育辦公、商業金融、智能家居以及消費電子等百行百業的客户提供多算力、多層次的芯片解決方案,擁抱AIoT快速發展的全新機遇,市場份額實現快速提升。公司營收高速增長,盈利能力持續改善,正處於新一輪上升週期。據公司25年一季報,實現營收8.85億元,同增63.0%。實現歸母淨利潤2.09億元,同增209.7%。看好公司作為端側SoC芯片龍頭,積極因應端側發展趨勢,在AIoT領域形成高中低端全平台產品佈局,市場份額持續提升。給予2026年60倍估值,市值736.63億元,目標價175.85元,給予公司“買入”評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account