研報掘金丨方正證券:維持歌爾股份“強烈推薦”評級,長期向上確定性較強
方正證券研報指出,歌爾股份發佈新一期員工持股計劃,彰顯長期健康發展信心。持股計劃與股權激勵計劃有利於完善公司利益分享機制,充分調動員工的積極性和創造性,吸引和保留優秀管理人才和業務骨幹,提高公司員工凝聚力和公司競爭力,彰顯長期健康發展信心。全面擁抱頭部客戶,重視AI+AR眼鏡新機遇:公司作爲全球XR 眼鏡綜合方案龍頭地位穩固,從光學元件(VR)、光機系統(AR)、核心算法,到智能整機設計製造能力,均具備絕對優勢。長期向上確定性較強,當前市值對應2025-2027年 PE分別爲25/19/16倍,維持“強烈推薦”評級。
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