研报掘金丨国盛证券：维持豪威集团“买入”评级，非手机业务正在起势，龙头成长动能已然切换

中金财经2025-12-19

国盛证券研报指出，豪威集团非手机业务正在起势，龙头成长动能已然切换。近期受存储涨价影响，消费电子产业链普遍回调较多，聚焦豪威公司本身，认为市场过于悲观，究其原因还是在于市场对豪威的认知仍然将其定位为一家纯正的手机CIS芯片供应商，然而回归本质，看到从今年开始，豪威的业务结构正在悄然发生变化。汽车CIS25年收入有望超越手机，中高端市场地位稳固；此外，公司也在同步加大车用模拟芯片的布局，大力推进...

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