研报掘金丨国盛证券:维持水晶光电“买入”评级,三大业务板块稳健发展

格隆汇
Aug 28

国盛证券研报指出,水晶光电上半年稳健增长,公司产业结构持续优化,盈利能力稳步提升。聚焦光学赛道,锚定消费电子、车载光学、AR/VR三大核心业务方向,产品矩阵从单一的元器件拓展至元器件、模组及解决方案三者并存。消费电子领域,加深与产业龙头的合作,开发创新光学产品;在AR/VR领域专注技术研发布局,现已形成波导片、3D模组、核心光学元器件、衍射晶圆及反射方片以及其他智能头戴设备需要采用的2D、3D相关光学产品的业务布局,将携手行业领头羊,着力突破AR/VR领域的光学难题,共同推动产业发展。维持“买入”评级。

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