23年鸿蒙收入占比超10%,前瞻布局低空经济
Unionman Technology (688609) 海通证券·2024-05-11 01:31
| --- | --- | --- | --- | --- | |--------------------------------------|---------|---------|---------|---------| | 表 1 分业务盈利预测表 \n业务分类 | 2023 | 2024E | 2025E | 2026E | | 智能终端(百万元) | 1640.09 | 2345.33 | 2831.99 | 3266.98 | | YOY | -22.36% | 43.00% | 20.75% | 15.36% | | 毛利率 | 13.87% | 19.30% | 20.11% | 20.04% | | 通信模块及行业应用解决方案(百万元) | 379.86 | 873.67 | 1441.55 | 2270.44 | | YOY | 88.72% | 130.00% | 65.00% | 57.50% | | 毛利率 | -1.03% | 18.00% | 18.00% | 18.00% | | 运营服务(百万元) | 88.31 | 132.47 | 185.46 | 250.37 | | ...