You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
上半年賺翻了!千億光模塊龍頭預計歸母淨利潤37億-42億

今日盤後,千光模塊龍頭新易盛發佈了2025年上半年的業績預告。

業績大超預期

新易盛預計,今年上半年實現歸母淨利潤37億元-42億元,同比增長327.68%-385.47%;扣非淨利潤爲36.91億元-41.91億元,同比增長326.84%-384.66%。

自2024年以來,新易盛的業績持續大爆發。今年一季度,公司實現淨利潤15.73億元,同比增長384.54%。

以此計算,新易盛二季度期間的淨利潤爲21.27億元-26.27億元,同比增長293.16%-385.58%。

而機構給的預期中值普遍在18億元-20億元區間,算是大超預期。

新易盛如此快速的業績增長,主要受益於人工智能相關算力投資持續增長,產品結構優化,高速率產品需求持續增加。

強勁的基本面下,新易盛的股價同樣表現非常強勢。

自4月9日關稅衝擊以來,新易盛股價累計漲超162%,並於上週四盤中創下歷史新高的138.58元/股,期間最低觸及46.56元/股,從最低價到最高價已經翻了近3倍。

今日,新易盛繼續回調,微跌0.2%,最新報130.9元/股,總市值爲1301億元。

儘管股價已大幅上漲,但新易盛當下的估值卻並不高,動態市盈率才31.84,靜態市盈率爲45.84。

黃仁勳,大催化

短期來看,新易盛等AI產業鏈有望迎來一波消息催化。

據騰訊科技今日報道,英偉達CEO黃仁勳已於上週末抵京,受邀參加第三屆中國國際供應鏈促進博覽會。

英偉達的一名高管昨日透露,黃仁勳將於7月16日在北京舉行媒體吹風會。

這已經是黃仁勳今年第三次來華,網上已經流出了他與小米創始人、董事長兼CEO雷軍的合影。

展望未來,隨着全球AI投資的加碼,光模塊有望持續放量,新易盛等龍頭將繼續受益。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account