研報掘金丨太平洋:聚光科技輕裝上陣拐點已至,行業競爭格局環境改善
太平洋證券研報指出,行業龍頭底藴深厚,聚光科技輕裝上陣拐點已至。2024年實現歸母淨利潤2.07億元,同比增長164.11%,歸母淨利潤實現扭虧。外部壓力促進替代需求,行業競爭格局環境改善。內部催化上看:近年來我國多部門頒佈了大規模以舊換新等多項行業利好政策,有望推動行業進一步快速發展。認為時間累積的深厚底藴和持續的高研發投入是公司成為全行業龍頭的重要原因及地位保障。公司經歷多輪經營戰略調整,輕裝上陣經營拐點已經到來。
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