研報掘金丨國泰海通:光迅科技中報業績高增長,維持“增持”評級
國泰海通證券研報指出,光迅科技中報業績高增長,數通業務貢獻顯著。上半年實現歸屬於母公司淨利潤爲3.23-4.07億元,同比增長55.00%-95.00%。單看Q2,實現歸母淨利潤爲1.73-2.57億元,而2024Q2爲1.23億元,依然是同比大幅增長。從行業看,隨着全球算力投資的高速增長,國內互聯網等廠商對AI投入的需求也在涌現,帶動了國內高速光模塊的需求。2025股權激勵完成授予,更好鼓舞力爭上遊。認爲本次股權激勵覆蓋全面,在當前AI 市場大幅增長的時間窗口,有望更好的鼓舞公司員工,未來公司的業績成長性值得期待。維持目標價69.70元,維持“增持”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.