研报掘金丨东莞证券：沪电股份技术卡位优势明显，AI算力产品迎收获期

格隆汇2025-08-06

东莞证券研报指出，沪电股份技术卡位优势明显，AI算力产品迎收获期。受益AI服务器、交换机等数据中心基础设施的强劲需求推动，高多层板、HDI等产品需求持续加大，公司2024年营业收入突破百亿元大关，达到133.42亿元，同比增长49.26%，归母净利润、扣非后归母净利润分别为25.87和25.46亿元，同比分别增长71.05%和80.80%，公司今年上半年业绩延续高增。凭借在AI领域前瞻布局，公司...

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