晶科电子股份(02551)今日盘中大涨8.27%,引起市场关注。公司早前发布业绩预告,预期2024年归母净利润同比增长不少于40%,刺激股价大涨。
公司去年成功转型为智能视觉产品及系统提供商,收入大增。一方面,公司汽车智能视觉产品在车规级LED器件和模组等领域凭借全产业链布局优势实现快速增长;另一方面,国内推行了"以旧换新"计划,推动新型显示产品市场需求增长,相关业务收入也大幅上升。
可见公司在智能视觉等新兴领域发展前景广阔,业务转型初见成效,利润大幅增长也令市场看好公司长远增长空间,推动了今日股价大涨。
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