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申万宏源:维持德赛西威 “买入” 评级,出海有技术和制造优势
申万宏源研究指出,德赛西威 (002920.SZ) 24 年归母净利润 20.05 亿元,同比增长 29.62%,扣非净利润 19.46 亿元,同比增长 32.66%。整体业绩基本符合预期。智能驾驶业务收入高增 63%,新项目年化订单销售金额近百亿。真实毛利率可以参考现金流隐含毛利率,不降反升。公司全年毛利率 19.88%,单 Q4 毛利率 18.4%,2023 全年毛利率 20.44%。出海收入略低于此前预期,期待定增资金到位后出海加速。德赛西威的乙方文化,甲方很难具备。这是非常容易被低估的。作为 ADAS 的代表,出海有技术和制造优势。维持 “买入” 评级。



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申万宏源:维持德赛西威 “买入” 评级,出海有技术和制造优势
申万宏源研究指出,德赛西威 (002920.SZ) 24 年归母净利润 20.05 亿元,同比增长 29.62%,扣非净利润 19.46 亿元,同比增长 32.66%。整体业绩基本符合预期。智能驾驶业务收入高增 63%,新项目年化订单销售金额近百亿。真实毛利率可以参考现金流隐含毛利率,不降反升。公司全年毛利率 19.88%,单 Q4 毛利率 18.4%,2023 全年毛利率 20.44%。出海收入略低于此前预期,期待定增资金到位后出海加速。德赛西威的乙方文化,甲方很难具备。这是非常容易被低估的。作为 ADAS 的代表,出海有技术和制造优势。维持 “买入” 评级。

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A project of our size needs at least a few hundred million dollars per year to keep going,” Mr. Durov wrote in his public channel on Telegram late last year. “While doing that, we will remain independent and stay true to our values, redefining how a tech company should operate.

Can I mute a Telegram group?

In recent times, Telegram has gained a lot of popularity because of the controversy over WhatsApp’s new privacy policy. In January 2021, Telegram was the most downloaded app worldwide and crossed 500 million monthly active users. And with so many active users on the app, people might get messages in bulk from a group or a channel that can be a little irritating. So to get rid of the same, you can mute groups, chats, and channels on Telegram just like WhatsApp. You can mute notifications for one hour, eight hours, or two days, or you can disable notifications forever.

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