Southwest Securities Co.Ltd(600369) 03 released a research report on March 4, saying that it maintained the buying rating of Thunder Software Technology Co.Ltd(300496) ( Thunder Software Technology Co.Ltd(300496) .sz, latest price: 105.36 yuan). The reasons for rating mainly include: 1) the performance reached a new high in the fourth quarter, and the hardware cost affected the gross profit margin; 2) The troika is driven at high speed, and various businesses blossom at multiple points; 3) “Technology + ecology” creates platform advantages to support rapid growth in the future; 4) The fixed increase plan of more than 3 billion was released, and the whole vehicle OS + edge calculation was firmly laid out. Risk warning: the development of intelligent driving technology is not as expected; The penetration rate of products such as Internet of things and intelligent cockpit has not improved as expected; Deterioration of international trade situation; Exchange rate fluctuation risk.
AI comments: Thunder Software Technology Co.Ltd(300496) in the past month, it has received attention from 6 research reports of securities companies, including 3 buyers, 1 overweight and 1 strongly recommended.
