研報掘金丨華西證券:康冠科技業務版圖日臻豐富,上調評級爲“買入”
華西證券研報指出,康冠科技專注智能顯示三十載,業務版圖日臻豐富。作爲全球智能顯示行業龍頭企業之一,公司收入體量穩健上行,行業地位穩固,競爭優勢持續強化。25Q1公司實現歸母淨利潤2.15億元,同比+15.8%。公司與大部分頭部教育平板品牌商及衆多知名會議設備品牌建立穩定合作關係,核心客戶在智能交互平板市場份額穩固,驅動公司智能交互平板業務增長。考慮到公司智能電視與智能交互顯示業務增長穩健,創新類顯示業務構建新的增長極,由“增持”評級上調爲“買入”評級。
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