研報掘金丨東吳證券:首予開勒股份“買入”評級,AI+打造第二成長曲線
東吳證券研報指出,開勒股份是中國HVLS(大空間高效通風)風扇行業領軍企業。公司目前主業包括HVLS風扇、鋰電池應用、人工智能。2024年,公司營業收入3.31億元,其中HVLS風扇業務佔比74%,工商業儲能收入佔比15%。隨着公司持續推進轉型,預計AI新業務將貢獻更多收入。開勒股份旗下豫資開勒和河南豫資集團在AI+方面深度合作,未來有望在醫療、政務、無人車運營等領域快速商業化落地,優勢顯著。預計公司2025-2027年營收分別爲3.73/4.50/5.84億元,歸母淨利潤分別爲0.42/0.72/1.07億元,首次覆蓋,給予“買入”評級。
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