研报掘金丨国泰海通：信维通信成长确定性较强，首予“增持”评级

格隆汇07-29

国泰海通证券日前研报指出，信维通信是泛射频解决方案领军企业，卫星通信和MLCC助力跨越式发展。公司是全球领先的泛射频供应商，“消费电子+卫星通信+高端MLCC+N”多轮驱动公司业绩增长。预计公司2026~2028年营收106.35/130.38/151.32亿元，EPS分别为1.08/1.53/1.91元。考虑到公司新兴业务处于高速成长期，盈利尚未完全释放，故采取PS估值。考虑到公司是全球泛射频...

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