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研报掘金丨国盛证券:漫步者业绩持续高增,维持“增持”评级

Research Report Nuggets 丨 Guosheng Securities: Ramblers' performance continues to increase, maintaining a “increase in holdings” rating

Gelonghui Finance ·  Oct 12, 2023 17:42
Guosheng Securities Research report pointed out that the performance of 002351.SZ continued to increase in the third quarter. Overseas, driven by intelligent assistants, it is expected to become a high percentage of profits in AI applications. In addition, brand building to boost the market boom inflection point, the whole year is expected to hit a new high. The company grasps the era of speakers and TWS headphones, and becomes a leader in the domestic audio industry. The brand accumulates a good reputation as the main strategy. It is believed that the company is expected to become the core player in the wave of intelligent assistants in the future, and can greatly enjoy the development dividend of AI, open the third wave of growth curve after speakers and headphones, raise the company's 2023-2025 performance forecast to 27.75exp 33.77 / 3.997 billion yuan, return to its mother net profit 4.49gam5.97 / 768 million yuan, and maintain the "overweight" rating.

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