智通财经APP获悉，晶科电子股份(02551)午后涨超16%，截至发稿，涨16.95%，报4.76港元，成交额1111.15万港元。
消息面上，2月6日，晶科电子股份发布业绩预告，预计去年录得归母净利润不低于9300万元人民币，同比增长不少于40%；经调整归母净利润不低于1.3亿元，同比增长不少于70%。主要得益于公司成功实现了从传统LED厂商向融合先进“LED+”技术的智能视觉产品及系统提供商的战略转型，旗下汽车智能视觉产品、新型显示产品及高端照明产品三大业务板块均实现了显著的同期收入增长；集团的车规级LED器件和模组等汽车智能视觉产品的销售快速上升及集团的盈利大幅增长；新型显示产品行业的市场需求持续高涨，拉动公司销售大幅增长。
里昂发表报告称，首予晶科电子股份“跑赢大市”评级，目标价为5.87港元，基于2025/26年预测市盈率16倍。该行指，晶科电子股份是中国领先的智慧视觉产品供应商，拥有强大的LED价值链垂直整合和研发能力。该行认为公司的智慧汽车视觉业务是关键的增长动力，受益于内地不断增长的汽车出货量和智慧驾驶趋势。该行亦看到该公司的先进显示器业务实现稳定增长。
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