研報掘金丨華鑫證券:維持聚光科技“買入”評級,盈利能力有望持續提升
華鑫證券日前研報指出,聚光科技業績穩健增長,2024年度實現扭虧爲盈。公司聚焦高端分析儀器,強化核心業務佈局,盈利能力有望持續提升。此外,爲進一步聚焦主業,公司在停止簽訂新的PPP合同的基礎上,採取差異化管理策略推進現有項目,同時逐步剝離部分PPP項目以優化資源配置。中國分析儀器市場需求佔全球高位,市場增長潛力顯著,根據SDI數據,2022年全球分析儀器市場規模預計達到750億美元。公司聚焦高端科學儀器等核心儀器業務,產品與技術儲備豐富,國產替代空間廣闊,維持“買入”投資評級。
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