研報掘金丨天風證券:維持中興通訊“買入”評級,費用管控下盈利能力有望穩中有升
天風證券研報指出,中興通訊(000063.SZ)前三季度,公司精準務實,穩健經營,積極把握ICT產業發展節奏,加速技術和市場創新驅動,提升自身管理效能和運營效率。整體經營保持穩健,從各項業務來看,國內運營商網絡業務受投資環境影響整體承壓,國際市場持續突破大國大T,保持雙位數增長。同時,公司消費者和政企業務均實現快速增長。整體看,運營商業務短期承壓有望後續趨穩,政企業務受益算力/連接/軟件等需求拉動,迎來加速增長。同時隨着公司提效控費,規模效應有望持續顯現。公司全年維度有望保持收入穩健,費用管控下盈利能力有望穩中有升。維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.