智通财经APP获悉，中信建投发布研报称，维持鸿腾精密(06088)“买入”评级，预计公司2025-2027年收入分别为47.8亿美元、61.5亿美元、75.3亿美元，归母净利润分别为1.7亿美元、3.0亿美元、4.5亿美元，对应PE 33x、18x、12x。公司是精密零组件领域全球头部厂商，鸿海是公司实际控制人。
公司发布2025年中报，2025年上半年，公司营收23.05亿美元，同比增长11.5%，本公司拥有人应占利润3151万美元，同比下降3.1%。公司深化“3+3”战略布局，2025年上半年公司AI、电动汽车业务持续明显贡献收入增量，带动整体收入增长。AI发展带动算力基础设施建设，公司聚焦连接、电源、液冷系统深化AI产品组合，不断抬升业务可达空间，有望充分受益AI的发展，当前来看，AI业务对公司业绩的拉动已经开始有所体现，未来将进一步强化。随着业务规模的扩大、提质增效的持续推进，未来公司盈利能力有望提升。
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