研報掘金丨中郵證券:首予奧士康“買入”評級,積極開拓高端客户羣體
中郵證券研報指出,AI、汽車電子等新興領域需求拉動PCB行業轉型升級。奧士康聚焦滿足汽車電動化過程中的電控系統、智能化過程中智能座艙及駕駛自動化系統所帶來的PCB需求,持續投入下一代技術研發,進一步強化在智能汽車領域的優勢,形成新的業績增長極。目前,公司大力拓展高端市場,積極開拓高端客户羣體,憑藉優質的產品與服務,成功與多家國際知名汽車品牌及Tier1供應商建立了長期穩定的合作關係,進一步鞏固公司在汽車電子PCB領域的市場地位。目前,公司AIPC產品已實現穩定供貨。首次覆蓋給予“買入”評級。
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