Huaan Securities maintains Hikvision’s buy rating: performance exceeds market expectations and leads the new future of intelligent IoT – yqqlm

　　Huaan SecuritiesPublished on April 18Research reportsay, maintainHikvision(002415.SZ, latest price: 41.65 yuan) Buy rating. The reasons for the rating mainly include: 1)performanceThe performance exceeded market expectations, and high inventory decision-making ensured stable supply; 2) The business positioning is “Intelligent IoT AIoT”, and the software and hardware integration capabilities have been continuously improved; 3) PBG business: deepening the digital intelligence base to help the digital transformation of cities; 4) EBG business : Accelerate the digital transformation of enterprises in thousands of industries; 5) SMBG business: build a pan-security industry Internet, with digital supply chain and marketing in parallel; 6) Innovative businesses blossom in multiple places, injecting new impetus into the company’s long-term development; 7) Overseas business from Gradually recover from the epidemic, and promote the layout of one country, one policy. Risk warning: The epidemic affects downstream market demand; upstream raw material costs fluctuate; new business development is less than expected.

AI comments:Hikvision5 copies in the past monthbrokerageAccording to the research report, 4 companies were bought, and the average target price was 57.24 yuan, which was 15.59 yuan higher than the latest price of 41.65 yuan, and the average target price increased by 37.43%.

(Article source: Daily Economic News)

Article source: Daily Economic News

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Original title: Huaan Securities maintains Hikvision’s buy rating: performance exceeds market expectations, leading the new future of intelligent IoT