研報掘金丨華鑫證券:首予華工科技“買入”評級,後續盈利能力有望進一步提升
華鑫證券研報指出,華工科技預計上半年實現歸母淨利潤8.9億元-9.5億元,同比增長42.43%-52.03%;業績的顯著提升主要得益於公司所聚焦賽道的三大市場主體業務大幅增長。其中,聯接業務隨着國內互聯網及設備廠商算力需求激增,應用於算力中心建設的400G、800G等高速光模塊需求快速釋放,公司數通業務快速增長,收入和盈利同比大幅增長。感知業務緊抓新能源汽車滲透率創新高和出口增長的機遇,市場佔有率進一步提升,PTC加熱組件、傳感器的銷售持續增長。智能製造業務受益於新能源汽車、船舶等行業設備更新及智能製造升級,迎來加速發展期,訂單增長較快。公司聯接業務呈現爆發式增長,在3D打印領域也實現規模突破,後續盈利能力有望進一步提升,首次覆蓋,給予“買入”投資評級。
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