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研報掘金丨上海證券:首予中興通訊“買入”評級,業績有望穩步增長
格隆匯 11-22 14:23
上海證券研報指出,近幾年,中興通訊(000063.SZ)確立第二曲線發展策略,積極拓展服務器、數據中心、交換機、5G行業應用等第二曲線產品,24H1政企業務、消費者業務營收分別同比增長56.09%、14.28%,主要系服務器、存儲、家庭終端和手機產品營業收入增長,兩大板塊發力明顯。認為公司具有穩定的客户資源,深耕芯片行業多年,有望把握算力產業機遇,實現新一輪增長。中興通訊是全球領先的綜合通信信息解決方案提供商,立足連接業務,拓展算力產品市場,業績有望穩步增長。預計公司2024-2026 年收入為1269.53/1335.70/1429.18 億元,歸母淨利潤為96.32/100.03/105.02億元。首次覆蓋,給予“買入”評級。
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