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研報掘金丨華源證券:維持集智股份“買入”評級,重視水下變化,諦聽或是破局者
格隆匯 06-25 17:19

華源證券研報指出,集智股份子公司杭州諦聽智能科技公司與之江實驗室合作,於2020年開始研發智能水聲技術,2023年,完成“智能水聲信號處理系統”的初代產品,2024年,諦聽智能已承接了多個技術保障服務項目,並簽訂了多個技術服務商業合同,逐步邁入收穫期。認為公司產品旨在解決複雜海洋環境下微弱信號處理的行業痛點,在軍用和民用領域都有清晰落地場景,有望受益於“深海科技”推進加速放量。水下態勢感知建設需求迫切,我國“水下國門洞開”問題亟待解決。隨着“深海科技”推進,水下建設有望提速,而態勢感知能力建設是一切發展的基石,其中最核心的設備就是聲吶。鑑於公司在“深海科技”領域的稀缺卡位以及收入放量後潛在的業績成長性,維持“買入”評級。

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