群益证券(香港)研报指出，士兰微IPM（智能功率模块）产品在家电、工业领域竞争力强，将充分受益于家电类产品国补、工业复苏带来的需求增长。同时结合公司功率类、32位MCU产品，公司在智能家电、工业自动化、光伏领域已经形成了较为完整的产品布局。展望未来，公司12寸晶圆产线持续扩产，同时SiC、车规MCU等产品规模有望上一个新台阶，预计2025-2027年公司实现净利润6.4亿元、8.8亿元和11.6亿元，同比分别增长192%、38%和31%，EPS分别0.39元、0.53元和0.70元。目前股价对应2025-2027年PE分别为65、47倍和36倍，予以“买进”评级。
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