国泰海通证券:首予华曦达(00901.HK)“增持”评级 目标价69.89港元

智通财经
Jul 08
【国泰海通证券:首予华曦达(00901.HK)“增持”评级 目标价69.89港元】智通财经APP获悉,国泰海通证券发布研报称,华曦达(00901.HK)兼具全球运营商渠道壁垒与软硬件一体化生态。该行预计公司2026/2027/2028年分别实现营业收入41.35/49.71/58.22亿元,同比分别增长23%/20%/17%;归母净利润分别为3.18/3.96/4.79亿元,同比增速达33%/25%/21%。结合行业可比公司2026年的平均估值(39.1X PE),给予公司2026年40X的目标PE,换算对应股价为69.89港元。首次覆盖,给予"增持"评级。

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