研報掘金丨羣益證券(香港):移遠通信上半年業績穩步增長,維持“買進”建議
羣益證券(香港)研報指出,移遠通信上半年預計實現歸母淨利潤4.63億元,同比增長121%;其中Q2單季度預計實現歸母淨利潤2.51億元,同比增長62%,業績符合預期,維持“買進”建議。隨着5G、AI技術的加速滲透,公司緊抓物聯網行業的發展機遇,從模組向多元化業務拓展,已從模組供應商轉變為全球物聯網綜合解決方案供應商。通過多元化業務佈局,公司增強市場覆蓋的廣度,挖掘新的業績增長點。公司作為物聯網模組龍頭,目前物聯網模組出貨量穩居全球第一,未來有望顯著受益於產業復甦。此外,移遠通信的5G模組與英偉達JetsonAGXOrin完成聯調,實現5G通信+AI邊緣計算能力,佈局未來AI趨勢,持續享受AI革命帶來的新一輪增長動力。
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