研報掘金丨華源證券:維持瀾起科技“買入”評級,半年度預計實現收入利潤雙高增
華源證券研報指出,瀾起科技2025年上半年預計實現營業收入約26.33億元,較24年H1增長約58.17%,實現歸母淨利潤11-12億元,同比增長85.5%-102.36%,中值11.5億元,同比增長93.9%。AI產業趨勢向上推動公司上半年收入高增。公司25年Q2預計營收、利潤再創新高,多項業績有望實現連續九個季度環比增長。考慮到公司所處AI產業的長期趨勢向好,公司在互連類芯片的領先技術優勢和業績的高成長性,上修2025-2027年公司歸母淨利潤預期爲24.14/33.10/43.35億元,對應當前市值的PE分別爲39.22/28.61/21.84倍,維持“買入”評級。
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