【真灼机构观点】蓝思科技：进军Al服务器供应链

真灼财经2025-12-23

$蓝思科技(HK6613)近年财务表现稳健且增长势头强劲。预计营业收入将从2024年的699亿元人民币持续攀升，至2026年突破千亿大关，年增长率维持在24%以上。每股盈利(EPS)增长尤为显着，预计由0.7元提升至1.3元，2026年增长率预期达36.2%。同时，股本回报率(ROE)亦将由7.6%逐步优化至11.7%，显示出公司在扩张规模的同时，获利质量与经营效率均在稳步提升。业务布局上，...

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