金溢科技：年报预告超预期，智慧交通业务战略持续落地

Investment Rating - The report maintains a "Buy" rating for the company [3][6]. Core Views - The company has released an annual report forecast indicating an expected net profit attributable to shareholders of 74 million to 81.4 million yuan for 2024, representing a year-on-year growth of 50.05% to 65.05% [1]. - The company is focusing on the smart transportation sector, emphasizing the integration of "smart roads" and "smart vehicles" to enhance modern intelligent transportation systems [2]. - The company is expected to benefit significantly from the ongoing development of the intelligent connected vehicle industry, particularly with the implementation of "vehicle-road-cloud integration" pilot projects in major cities [3]. Financial Performance Summary - The company’s projected financials for 2024 include: - Revenue of 670 million yuan, a year-on-year increase of 30.7% [5]. - Net profit attributable to shareholders of 77 million yuan, a year-on-year increase of 57.1% [5]. - Earnings per share (EPS) projected at 0.43 yuan [5]. - The company’s revenue and profit growth rates are expected to stabilize in the following years, with net profits projected to reach 86 million yuan in 2025 and 95 million yuan in 2026 [5][3].