【研报掘金丨民生证券:软通动力自身稀缺性凸显,维持“推荐”评级】民生证券日前研报指出,软通动力(301236.SZ)的硬件+“鸿蒙+欧拉+高斯”三大基础软件+AI平台的布局已经正式形成,自身稀缺性凸显。短期利润波动不改长期发展前景,同时公司业务仍在快速发展,此次向机器人领域的积极布局有望打开公司长期发展空间。预计公司2024-2026年归母净利润分别为1.87、3.29、5.41亿元,当前股价对应PE 分别为333X、190X、115X,维持“推荐”评级。

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民生证券日前研报指出,软通动力(301236.SZ)的硬件+“鸿蒙+欧拉+高斯”三大基础软件+AI平台的布局已经正式形成,自身稀缺性凸显。短期利润波动不改长期发展前景,同时公司业务仍在快速发展,此次向机器人领域的积极布局有望打开公司长期发展空间。预计公司2024-2026年归母净利润分别为1.87、3.29、5.41亿元,当前股价对应PE 分别为333X、190X、115X,维持“推荐”评级。

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