德邦证券给予东睦股份买入评级 P&S收入增速较快 SMC营收创单季度新高 MIM受益折叠屏手机营收翻倍增长

每日经济新闻08-20

德邦证券08月20日发布研报称，给予东睦股份（600114.SH，最新价：14.24元）买入评级。评级理由主要包括：1）事件：公司披露2024年半年报，公司业绩同比大幅增长；2）P&S板块营收快速增长，公司全球市场仍有较大拓展空间；3）SMC板块营业收入2024年Q2创历史新高，芯片电感和服务器电源软磁材料实现突破。风险提示：公司新产品导入客户不及预期；公司折叠屏模组放量不及预期；折叠屏手机行业...

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