Sunlord(002138) 德邦证券·2025-04-29 11:23Investment Rating - The report maintains a "Buy" rating for the company [2] Core Insights - The company achieved a record high revenue in Q2, driven by strong growth in AI and new business segments, indicating long-term potential [5] - The automotive electronics and data center sectors are significant growth drivers, with automotive-related revenue expected to reach 1.1 billion yuan in 2024, a 62.1% increase year-over-year [7] - The company is projected to achieve revenues of 7.17 billion yuan, 8.57 billion yuan, and 10.11 billion yuan from 2025 to 2027, with net profits of 1.05 billion yuan, 1.30 billion yuan, and 1.60 billion yuan respectively [7] Financial Data Summary - Total shares outstanding: 806.32 million [6] - Revenue forecast for 2024: 5.897 billion yuan, with a year-over-year growth of 17% [8] - Net profit forecast for 2024: 832 million yuan, with a year-over-year growth of 29.9% [8] - Gross margin for 2024 is expected to be 36.5% [8] - The company’s total market capitalization is approximately 22.31 billion yuan [6] - The company’s earnings per share (EPS) for 2024 is projected to be 1.05 yuan [8]