研报掘金丨申万宏源研究:维持华勤技术“买入”评级,公司PC/数据中心业务进展超预期

和讯基金
Jan 27

申万宏源研究指出,华勤技术2025归母净利润同比增长37%+数据业务高速成长,“1+5+5”全球化布局,支撑China+VMI 全球化发展。由于2025年服务器、手机、可穿戴增速均实现高增,将2025年营收预测从1655亿元上调至1711亿元;归母净利润从40.4亿微上调至40.5亿元。考虑公司PC/数据中心业务进展超预期,上调2026/27年营收预测至1969/2360亿元(原值1830/...

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