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研報掘金丨中郵證券:維持中科海訊“買入”評級,業績有望迎來拐點

中郵證券研報指出,中科海訊稱HX-A200國產化核心處理芯片及搭載芯片的高性能數據計算平臺已完成研製及測試,本年將獲得批量訂單。公司不斷跟蹤新技術發展,將傳統水聲技術與智能技術相結合,持續進行產品更新,爲人工智能賦能水聲裝備奠定了基礎。深海科技寫進《政府工作報告》,水下作戰裝備將參加9月3日閱兵。公司作爲聲吶裝備領域核心供應商,有望充分受益。公司有望迎來業績拐點。2023年,受審價因素影響,公司一次性調減1.59億元營收,若不考慮該因素,公司營收爲3.23億元,創上市以來新高。2025年作爲十四五收官之年,公司有望迎來業績拐點。當前股價對應公司PE爲115、69、48倍,維持“買入”評級。

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