Workflow
研报掘金丨太平洋:首予科瑞技术“买入”评级,“AI+半导体”业务成为公司发展引擎
Ge Long Hui A P P·2025-11-12 07:45

Core Insights - The report from Pacific Securities highlights that Keri Technology achieved revenue of 1.761 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 0.22% [1] - The company reported a net profit attributable to shareholders of 247 million yuan, showing a significant year-on-year increase of 49.79% [1] - The "AI + semiconductor" business has emerged as a key growth driver for the company [1] Business Segments - In the first three quarters of 2025, the mobile terminal business generated sales revenue of 709 million yuan, accounting for 40.28% of total revenue [1] - The new energy business achieved sales revenue of 434 million yuan, representing 24.63% of total revenue [1] - The precision components business recorded sales revenue of 357 million yuan, making up 20.25% of total revenue [1] Market Position - The company is positioned as a core supplier of automation solutions for leading domestic and international enterprises [1] - Keri Technology has expanded its services to major clients across various industries, including photovoltaic, semiconductor, automotive, and logistics, through its three main business segments [1] - The report initiates coverage of the company with a "buy" rating [1]