Tianfeng Securities released a research report on April 28 stating that it gave Guoguang Electric (002045.SZ) a purchase rating. The main reasons for the rating include: 1) demand in the terminal consumer market fell short of expectations. Revenue declined slightly in 2023, and gross margin increased significantly; 2) revenue grew steadily in the first quarter, with net profit rising significantly; 3) generative AI driven smart speaker interaction upgrades, and the recovery of the offline entertainment industry led to growth in professional speaker sales. The company has been deeply involved in the audio and electroacoustic industry for many years and is expected to fully benefit; 4) targeting leading VR/AR companies, and the business is steadily advancing the transformation and upgrading to complete machines. (Mainichi Keizai Shimbun)
天风证券4月28日发布研报称，给予国光电器（002045.SZ）买入评级。评级理由主要包括：1）终端消费市场需求不及预期，2023年收入略有下降，毛利率提升明显；2）一季度收入稳健增长，归母净利润提升明显；3）生成式AI带动智能音箱交互升级，线下文娱产业复苏带动专业音箱销售增长，公司多年深耕音响电声行业有望充分受益；4）锁定头部VR/AR企业，业务稳步推进向整机转型升级。（每日经济新闻）
Tianfeng Securities released a research report on April 28 stating that it gave Guoguang Electric (002045.SZ) a purchase rating. The main reasons for the rating include: 1) demand in the terminal consumer market fell short of expectations. Revenue decline
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