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研報掘金丨長城證券:維持滬電股份“買入”評級,看好公司未來業績發展

長城證券研報指出,滬電股份預計上半年實現歸母淨利潤16.5-17.5億元,同比增長44.63%-53.40%;受益於高速運算服務器、人工智能等新興計算場景對印製電路板的結構性需求,公司依靠多年的深耕與中高端產品的技術基礎,2025年上半年公司營業收入及淨利潤水平預計同比均實現增長。AI快速發展背景下,服務器、數據存儲和高速網絡基礎設施需求不斷增長,疊加新興領域的拓展,帶動PCB 市場內高階產品需求提升,短期產能供應不充裕。海外佈局方面,公司泰國生產基地截至25年7月已小規模量產,同步穩定生產良率,加速開啓客戶認證與產品導入工作。隨着公司不斷推進產品研發,海外產能加速推進建設,看好公司未來業績發展,維持“買入”評級。

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