企业通讯市场板

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沪电股份(002463):2025年上半年业绩持续成长,AI领域需求强劲
Huaan Securities· 2025-08-25 11:54
沪电股份(002463) 公司点评 沪电股份:2025年上半年业绩持续成长,AI领域需求强劲 投资评级:买入(维持) 报告日期:2025-08-25 | 收盘价(元) | 55.63 | | --- | --- | | 近 12 个月最高/最低(元) | 58.59/23.58 | | 总股本(百万股) | 1924 | | 流通股本(百万股) | 1922 | | 流通股比例 (%) | 99.9 | | 总市值 (亿元) | 1070.0 | | 流通市值 (亿元) | 1069.0 | 公司价格与沪深 300 走势比较 30% 10% -10% -50% 沪深300 分析师:陈耀波 2025年上半年,受益于人工智能和高速网络基础设施的强劲需求,公司 企业通讯市场板实现营业收入约 65.32 亿元,同比大幅增长约 70.63%, 其中 AI 服务器和 HPC 相关 PCB 产品同比增长约 25.34%,占公司企业 通讯市场板营业收入的比重约 23.13%;高速网络的交换机及其配套路由 相关 PCB 产品成为公司增长最快的细分领域,同比增长约 161.46%,占 公司企业通讯市场板营业收入的比重约 53.0 ...
沪电股份(002463):AI需求旺盛驱动业绩增长,胜伟策经营进一步向好
Dongguan Securities· 2025-08-25 03:38
2025 年 8 月 25 日 投资要点: 罗炜斌 电子行业 S0340521020001 电话:0769-22110619 邮箱: luoweibin@dgzq.com.cn 陈伟光 S0340520060001 电话:0769-22119430 邮箱: | 罗炜斌 | | | --- | --- | | SAC 执业证书编号: | | | S0340521020001 | | | 电话:0769-22110619 | | | 邮箱: | | | luoweibin@dgzq.com.cn | 公 | | 陈伟光 | 司 | | SAC 执业证书编号: | 研 | | S0340520060001 | | | 电话:0769-22119430 | 究 | | 邮箱: | | | chenweiguang@dgzq.com.cn | | | 主要数据 2025 年 8 | 月 22 日 | | 收盘价(元) | 55.63 | | 总市值(亿元) | 1,070.31 | | 总股本(亿股) | 19.24 | | 流通股本(亿股) | 19.22 | | ROE(TTM) | 24.56% | | 12 月 ...
沪电股份(002463):AI与高速网络协同发力,高端产能扩充奠定增长基础
Ping An Securities· 2025-08-23 13:07
公 司 报 告 电子 2025年08月23日 沪电股份(002463.SZ) AI与高速网络协同发力,高端产能扩充奠定增长基础 推荐 ( 维持) 股价:55.63元 主要数据 | 行业 | 电子 | | --- | --- | | 公司网址 | www.wustec.com | | 大股东/持股 | BIGGERING (BVI) HOLDINGS CO., | | | LTD./19.34% | | 实际控制人 | 吴礼淦家族 | | 总股本(百万股) | 1,924 | | 流通A股(百万股) | 1,922 | | 流通B/H股(百万股) | | | 总市值(亿元) | 1,070 | | 流通A股市值(亿元) | 1,069 | | 每股净资产(元) | 6.62 | | 资产负债率(%) | 47.7 | 行情走势图 相关研究报告 【平安证券】沪电股份(002463.SZ)*年报点评*AI 与高速通信需求强劲,助推公司业绩步入高增长*推 荐20250329 【平安证券】沪电股份(002463.SZ)*季报点评*季 度净利润创历史新高,扩充高端产能夯实长期竞争力 *推荐20241026 证 券 公 司 ...
沪电股份上市15周年:归母净利润增长693.32%,市值较峰值回落5.53%
Sou Hu Cai Jing· 2025-08-18 01:01
Core Insights - The main business of the company includes the research, production, and sales of printed circuit boards, with the enterprise communication market boards accounting for 75.65% of revenue and automotive boards at 18.05% [3] - The company has shown significant growth in net profit, increasing from 326 million yuan in 2010 to 2.587 billion yuan in 2024, representing a cumulative growth of 693.32% over 15 years [3] - Revenue has also grown from 7.460 billion yuan in 2020 to 13.342 billion yuan in 2024, with a notable revenue growth rate of 49.26% in 2024 [3] - The company's market capitalization has increased 6.61 times since its IPO, reaching a peak of 112.71 billion yuan on July 31, 2025 [5] Financial Performance - The company achieved a net profit of 1.343 billion yuan in 2020, which rose to 2.587 billion yuan in 2024, with a year-on-year growth of 71.05% in 2024 [3] - The company experienced a slight revenue decline in 2021 but has maintained a growth trend from 2022 to 2024 [3] - The company has recorded net profit growth in 11 out of the 15 years since its listing, indicating a strong profitability trend [3] Market Capitalization - As of August 15, the company's market capitalization was 106.478 billion yuan, down 62.33 million yuan from its peak, reflecting a 5.53% decrease [5]