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研報掘金丨東方證券:歌爾股份二季度業績超預期,維持“買入”評級
格隆匯 07-19 15:50

東方證券研報指出,二歌爾股份(002241.SZ)季度業績預吿超預期,經營持續向好。業績超預期主要得益於智能聲學整機和智能硬件業務盈利能力持續改善。展望下半年,手機及VR大客户開啟新品備貨週期,公司盈利能力向上趨勢有望延續。公司深耕VR/AR 領域,在全球VR 龍頭客户中享有主導地位,且公司具備較強的精密聲學、精密光學及整機能力,平台型能力有望賦能公司在AR 領域帶動遠期估值和業績雙重空間。另外,公司近期發佈公吿擬調整23年股權激勵計劃的業績考核指標,彰顯公司對後續盈利能力持續修復,利潤持續增長的重視與信心。該行維持公司買入評級,對應目標價為28.50元。

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