The Pacific Securities Co.Ltd(601099) on December 27, the research report said that the purchase rating of Meig Smart Technology Co.Ltd(002881) (002881.sz, latest price: 43.2 yuan) was maintained. The reasons for rating mainly include: 1) rapid market expansion and surge in customer orders; 2) The R & D investment is expanded, and the products are favored by the market; 3) The cellular Internet of things module industry is booming, and the company’s 5g module and Internet of things technology are leading; 4) The shipment of Internet of vehicles modules has increased rapidly, benefiting from the intelligence of vehicles. Risk tip: the development of Internet of things industry is not as expected; The continuous price rise of raw materials leads to the gross profit margin lower than expected; The customer development progress of the Internet of vehicles module is less than expected.
AI comments: Meig Smart Technology Co.Ltd(002881) in the past month, it has received the attention of two research reports of securities companies, bought one and increased its holdings of one. The average target price is 52.5 yuan, which is 9.3 yuan higher than the latest price of 43.2 yuan, and the average target price increases by 21.53%.
(Daily Economic News)
