群益证券(香港)研报指出，移远通信上半年预计实现归母净利润4.63亿元，同比增长121%；其中Q2单季度预计实现归母净利润2.51亿元，同比增长62%，业绩符合预期，维持“买进”建议。随着5G、AI技术的加速渗透，公司紧抓物联网行业的发展机遇，从模组向多元化业务拓展，已从模组供应商转变为全球物联网综合解决方案供应商。通过多元化业务布局，公司增强市场覆盖的广度，挖掘新的业绩增长点。公司作为物联网模组龙头，目前物联网模组出货量稳居全球第一，未来有望显著受益于产业复苏。此外，移远通信的5G模组与英伟达JetsonAGXOrin完成联调，实现5G通信+AI边缘计算能力，布局未来AI趋势，持续享受AI革命带来的新一轮增长动力。
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