智通财经APP获悉，中金公司发布研报称，维持高伟电子(01415)“跑赢行业”评级，考虑到公司在大客户处的成长空间能见度加强以及港股消费电子估值中枢上移，目标价上调59%至36.6港元。该行上调对公司2025年净利润预测16%至2.03亿美元，引入2026年净利润预测2.44亿美元。
中金指出，高伟电子去年收入同比增长170%至24.9亿美元，净利润同比增长156%至1.19亿美元，超出市场预期9%。展望今年，该行认为高伟电子与大客户配合紧密，伴随后摄订单全年出货/规格升级/机型下沉/潜在份额提升，高伟有望继续实现可观的业绩增长。中长期看，该行认为高伟有望成为大客户在端侧AI(耳机、手表、眼镜、MR等)布局上的光学核心供应商之一，同时激光雷达放量或将新增利润贡献，建议投资者积极关注。
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