研報掘金丨國元證券:首予水晶光電“買入”評級,多賽道佈局打開成長空間
國元證券研報指出,水晶光電專注於光學行業二十餘年,紮根於成像感知和顯示投影兩個環節,通過自研及併購的方式,佈局產品從紅外截止濾光片等光學元器件領域,逐步拓展至薄膜光學面板、半導體光學、汽車電子、反光材料等新領域。公司產品線豐富,成長天花板逐步打開。公司高度重視在AR/VR領域的技術投入,儲備第三成長曲線。公司全面佈局多條技術路徑,同時與全球領先的光波導及特種玻璃材料廠商進行密切合作。在技術上的前瞻性佈局,有望助力公司在AR/VR產業興起的浪潮中充分受益。首次覆蓋,給予“買入”評級。
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