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研报掘金丨华西证券:奥拓电子核心视讯业务稳健修复,XR数字内容打开增量,予“增持”评级

Research Report Nuggets 丨 Huaxi Securities: Alto Electronics' core video business has been steadily restored, and XR digital content has been opened up incrementally, giving it an “increase in holdings” rating

Gelonghui Finance ·  Jun 14, 2023 14:35
Gelonhui, June 14 丨 Huaxi Securities research report on the 13th pointed out that Alto Electronics (002587.SZ) has been deeply involved in the smart video industry for many years, and the “hardware+software+content” trinity is one. In addition to continuously consolidating business advantages in traditional fields, the subsidiary Chuangxiang Digital Develops Virtual Digital Human and AIGC Digital Scenario Technology to enrich the digital asset platform. The company currently serves various tracks such as film and television, finance and communications, advertising, education and government enterprises, leasing, cultural tourism, night tours, and digital content, and is expected to benefit from the recovery in demand from various sub-industries. In addition, the subsidiary invests in the field of digital content to explore XR live broadcast rooms, virtual people, and AI generation technology. Compared with comparable companies, the company provides integrated solutions and actively explores technological innovation. Considering the reasonable premiums brought about by XR and AI technology, it was covered for the first time and given an “increase in holdings” rating.

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