西南证券给予必易微买入评级，2023年年报点评：主业触底，新品起量增厚收入，目标价格为34.20元

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西南证券04月01日发布研报称，给予必易微（688045.SH，最新价：29.34元）买入评级，目标价格为34.20元。评级理由主要包括：1）业绩承压，研发投入不减；2）AC-DC主业在家电持续增长，电源具备核心客户优势；通用LED受宏观环境影响较大，公司结构性调整有望改善该业务板块利润；3）DC-DC和电机驱动预计将迎来放量，BMS持续推进。风险提示：主业产品竞争加剧、新品客户拓展不及预期、公司...

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