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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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Telegram has exploded as a hub for cybercriminals looking to buy, sell and share stolen data and hacking tools, new research shows, as the messaging app emerges as an alternative to the dark web.An investigation by cyber intelligence group Cyberint, together with the Financial Times, found a ballooning network of hackers sharing data leaks on the popular messaging platform, sometimes in channels with tens of thousands of subscribers, lured by its ease of use and light-touch moderation.

The S&P 500 slumped 1.8% on Monday and Tuesday, thanks to China Evergrande, the Chinese property company that looks like it is ready to default on its more-than $300 billion in debt. Cries of the next Lehman Brothers—or maybe the next Silverado?—echoed through the canyons of Wall Street as investors prepared for the worst.

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