研報掘金丨華鑫證券:首予澳弘電子“買入”評級,積極推進全球化戰略
華鑫證券研報指出,澳弘電子24年業績逆勢雙增,積極推進全球化戰略。公司業績雙增的主要原因系公司產能釋放和客户結構優化等因素。公司推進全球化戰略有效對沖國內低價競爭風險,實現外銷收入3.64億元,同比增長25.09%。公司研發費用為0.66億元,同比增長16.72%。目前,公司產品已經進入任天堂供應鏈,PCB被應用於Switch2。我們認為隨着Switch2的銷量進一步提升,公司作為其上游PCB材料供應商有望受益。該行認為公司有望持續受益於Switch2的放量,看好公司切入高端PCB賽道,提升自身產品在AI算力等新興領域的滲透率,首次覆蓋,給予“買入”投資評級。
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.