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民生证券4月28日发布研报称,给予亨通光电(600487.SH)推荐评级。评级理由主要包括:1)2024Q1业绩超预期,全年经营有望呈现利润改善先行,营收增长随后的节奏;2)2024Q1国内海缆中标加速,海内外布局下看好海洋能源和通信成长性;3)2024年运营商将量子通信作为重点发展领域之一,公司布局量子保密通信有望充分受益产业趋势。(每日经济新闻)

Minsheng Securities released a research report on April 28 stating that it gave Hengtong Optoelectronics (600487.SH) a recommended rating. The main reasons for the rating include: 1) 2024Q1 performance exceeds expectations, and full-year operations are ex

Zhitong Finance ·  Apr 28 12:42
Minsheng Securities released a research report on April 28 stating that it gave Hengtong Optoelectronics (600487.SH) a recommended rating. The main reasons for the rating include: 1) 2024Q1 performance exceeds expectations, and full-year operations are expected to show a pace of profit improvement followed by revenue growth; 2) 2024Q1 domestic submarine cable wins will accelerate, and the domestic and overseas layout is optimistic about the growth of marine energy and communications; 3) operators will use quantum communication as one of the key development areas in 2024, and the company's layout of quantum secure communication is expected to fully benefit the industry trend. (Mainichi Keizai Shimbun)

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