源杰科技获天风证券增持评级，营收逐季向上，数通光芯片品类不断丰富、静待突破

金融界05-03

5月3日，源杰科技获天风证券增持评级，近一个月源杰科技获得7份研报关注。研报预计2024-2026年源杰科技归母净利润分别为1.05亿元、1.86亿元、2.87亿元。研报认为，源杰科技作为国内领先的第三方光芯片厂，不断丰富数通和电信光芯片品类，有望实现突破。风险提示：下游投入不及预期；产品价格下行；客户开拓速度不及预期；差距扩大；产品收入结构及客户构成存在变动；经营现金流量波动较大；研发投入低于...

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