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研報掘金丨東方證券:德賽西威23年智能座艙開拓全球市場,智駕業務獲得新訂單
格隆匯 04-07 16:07
東方證券研報指出,德賽西威(002920.SZ)23年業績符合預期,公司高階智能座艙、智能駕駛產品滲透率持續提升,助力公司業績實現較大幅度增長。2023年公司智能座艙新項目訂單年化銷售額突破150億元,隨着產品線持續拓寬、國內外新客户持續突破,預計公司智能座艙業務將持續鞏固競爭優勢、維持穩步增長。2023年公司智能駕駛新項目訂單年化銷售額突破80億元,隨着以城市NOA為代表的高階智能駕駛實現規模化應用,預計公司智駕業務仍將有望迎來快速發展。可比公司為汽車電子及零部件相關公司, 2024年PE平均估值41倍,目標價145.55元,維持買入評級。
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