德邦证券给予沪电股份买入评级，Q1盈利能力持续改善，AI相关业务有望维持高增长

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德邦证券04月24日发布研报称，给予沪电股份（002463.SZ，最新价：29.55元）买入评级。评级理由主要包括：1）Q1淡季不淡，收入高速增长，利润接近业绩预告上限水平，盈利能力持续改善；2）AI需求驱动公司服务器和数通交换机PCB持续高增长，产能布局优化有望进一步提升客户粘性；3）汽车板块业务资源深入整合，新兴产品持续成长，盈利能力有望提升。风险提示：上游原材料价格波动风险；下游AI应用领域...

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