立讯精密:跟踪报告之十五:24H1业绩稳健增长,AI终端落地带动增速提升

公司研究 24H1 业绩稳健增长,AI 终端落地带动增速提升 ——立讯精密(002475.SZ)跟踪报告之十五 要点 公司盈利预测与估值简表 | --- | --- | --- | --- | --- | --- | |--------------------------|---------|---------|---------|---------|---------| | 指标 | | | | | | | 营业收入(百万元) | 214,028 | 231,905 | 278,718 | 319,197 | 362,301 | | 营业收入增长率 | 39.03% | 8.35% | 20.19% | 14.52% | 13.50% | | 归母净利润(百万元) | 9,163 | 10,953 | 13,757 | 17,486 | 20,782 | | 归母净利润增长率 | 29.60% | 19.53% | 25.61% | 27.10% | 18.85% | | EPS(元) | 1.29 | 1.53 | 1.91 | 2.43 | 2.89 | | ROE(归属母公司)(摊薄) | 20.21 ...