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研報掘金丨東興證券:首予蓮花控股“推薦”評級,“雙輪驅動”發展格局已經成型

東興證券研報指出,蓮花控股是老牌的味精龍頭企業,打造算力第二增長曲線。調味品業務是公司的主要營業收入來源,佔總營業收入的90%。此外,在堅持傳統業務的基礎上,公司開闢第二增長曲線積極進軍智能算力等科技創新領域,公司於2023年6月30日在杭州正式註冊成立全資子公司蓮花科創,並與相關領域巨頭達成戰略合作,共建一流智能算力中心,提供算力租賃、數據中心運營等服務。公司持續進行內部改革,核心業務受益於產品種類增加以及新零售渠道崛起,品牌認知度優化,調味品主業市佔率有望穩步提升;算力業務隨着公司不斷的客戶開拓,構造算法解決方案能力護城河,公司“雙輪驅動”發展格局已經成型。首次覆蓋,給予“推薦”評級。

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