歌尔股份（002241）-AI+AR浪潮将至，声光电龙头扬帆起航

Group 1: Core Insights - The report highlights that GoerTek (002241.SZ) is positioned to benefit from the upcoming wave of AI and AR technologies, establishing itself as a leader in the optoelectronic sector with a focus on precision components, smart acoustic systems, and smart hardware [4] - GoerTek's revenue for 2024 is projected to grow by 2.4% year-on-year to reach 100.95 billion yuan, with a significant increase in net profit attributable to shareholders, expected to rise by 178.3% to 2.39 billion yuan [4] - The company is expected to achieve revenues of 101.1 billion yuan, 115.1 billion yuan, and 130 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding net profits of 3.3 billion yuan, 4.1 billion yuan, and 4.8 billion yuan [4] Group 2: Industry Performance - The report indicates that the non-bank financial sector has shown strong performance with a 43.9% increase over the past year, while the communication sector has also performed well with a 34.4% increase [1] - Conversely, the food and beverage industry has faced challenges, showing a decline of 0.6% over the past year, while the automotive sector has remained flat with a 32.1% increase [1] - The report emphasizes the growth potential in the European offshore wind market, driven by increasing demand for subsea cables and a shortage of local production capacity [3]