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研报掘金丨国盛证券:胜宏科技深度把握AI发展机遇,维持“买入”评级
Ge Long Hui A P P· 2025-11-26 05:35
Core Insights - Google has launched the Gemini3 general AI model and the NanoBananaPro specialized image generation model, marking a significant dual-product AI innovation [1] - Shenghong Technology, as a leading AIPCB company, is well-positioned to capitalize on AI development opportunities, with expectations of substantial revenue growth following the release of new production capacity [1] Financial Projections - The company is projected to achieve revenues of 37 billion and 59.9 billion yuan in 2026 and 2027, respectively [1] - Expected net profit attributable to the parent company is forecasted to reach 12 billion and 19.7 billion yuan in 2026 and 2027, respectively [1] - The firm maintains a "Buy" rating on Shenghong Technology, indicating confidence in its growth potential [1]