民生证券研报指出，沪电股份产能扩张加速，彰显发展信心。昆山+黄石+泰国三地投资，有利于公司化解产能短板，有力保障业绩释放，彰显公司对于未来发展的信心。随着公司产能瓶颈不断改善，上修公司25/26/27年实现归母净利润至36.91/50.90/63.34亿元，对应当前股价PE分别为25/18/15倍。看好公司在GPU、ASIC、交换机等数通领域PCB的制造能力和客户资源壁垒，公司将持续受益于AI带来的高速PCB需求，维持“推荐”评级。
民生证券研报指出，沪电股份产能扩张加速，彰显发展信心。昆山+黄石+泰国三地投资，有利于公司化解产能短板，有力保障业绩释放，彰显公司对于未来发展的信心。随着公司产能瓶颈不断改善，上修公司25/26/27年实现归母净利润至36.91/50.90/63.34亿元，对应当前股价PE分别为25/18/15倍。看好公司在GPU、ASIC、交换机等数通领域PCB的制造能力和客户资源壁垒，公司将持续受益于AI带来的高速PCB需求，维持“推荐”评级。
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