研報掘金丨華西證券:維持順絡電子“買入”評級,AI終端帶動需求提升
華西證券研報指出,25H1順絡電子實現歸母淨利潤4.86億元,同比+32.03%;扣非歸母淨利潤4.62億元,同比+32.87%。公司業績持續提升,主要系公司在手機通訊、消費電子等傳統市場應用領域保持穩步成長,同時在AI+應用、汽車電子、數據中心等新興戰略市場實現持續強勁的高速增長。其中,數據中心業務於25H1實現訂單的重要增長。公司積極推動氫燃料電池項目的項目預研及業務發展,為公司未來成長打開新的應用市場。維持“買入”評級。
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