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研報掘金丨國盛證券:維持領益智造“買入”評級,上半年業績同比高增
格隆匯 07-15 17:11
國盛證券研報指出,領益智造預計25H1公司歸母淨利潤為9.0-11.4億元,同比增長31.57%-66.66%;25Q2單季度歸母淨利潤預計為3.35-5.75億元,同比增長45.02%-148.92%。公司利潤增長受益於幾方面,一是持續投入高附加值AI終端硬件產品的研發、增加市場份額並建立供應商聯盟,產線稼動率得到提升;二是國內汽車業務在工藝能力及效率提升方面進展較好,經營同比去年得到大幅改善;三是公司部分海外新工廠虧損幅度同比有所減少。公司持續深耕AI終端硬件相關產品,電池、熱管理、快充等業務在創新週期中獲得新增量,同時人形機器人、AI眼鏡、摺疊機、服務器等新業務卡位較好,將拉動中期新一輪成長,維持“買入”評級。
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