研報掘金丨華金證券:鵬鼎控股7月營收同環比增長,維持“增持-A”評級
華金證券研報指出,鵬鼎控股(002938.SZ)7月營收同環比增長,打造全方位PCB一站式服務平台。持續推薦,維持“增持-A”評級。7月公司實現營收26.74億元,同比增長22.80%,環比增長26.30%,為歷年同期次高。公司生產的印製電路板產品最小孔徑可達0.025mm、最小線寬可達0.020mm,公司在觸控感壓FPC 模組、動態彎折FPC 模組、超長尺寸FPC 組件、高速低損FPC模組、大尺寸類載板產品、類載板開蓋產品、高階BLU 及RGB 直顯的新型顯示板、高多層基站天線板、車載雷達板、光通訊模組板、低軌衞星板及AI Server 板等產品,均已實現PCB 領域技術能力要求高的製程能力,已經具備產業化能力。面對服務器與汽車業務未來廣闊的發展空間,公司加快推進相關業務線的市場拓展。另外,蘋果已於2024年6月發佈其AI產品Apple Intelligence。全新的AI功能或將推動預計於9月發佈iPhone 16系列產品的銷量,相關產業鏈公司有望受益。
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