研報掘金丨國聯證券:維持海康威視“買入”評級,國內需求承壓,海外市場平穩
國聯證券研報指出,海康威視(002415.SZ)前三季度歸母淨利潤81.08億元,同比下降8.40%;Q3歸母淨利潤30.44億元,同比下降13.37%。國內需求承壓,海外市場平穩。國內主業方面,PBG第三季度收入增速為正,水利水務、防災救災、應急管理等業務繼續得到國債的支撐,資金來源有保障,政府業務持續增長;境外主業方面,第三季度繼續保持增長但增速有所放緩,四大業務中心收入均為正增長。創新業務受國內需求端影響,增速較上半年有所下降,微影、汽車電子、消防等業務增長較快。鑑於公司是全球安防領域龍頭,財政政策支持下業務有望逐步改善,維持“買入”評級。
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