Research Reports | Huaxi Securities: Maintaining a "shareholding" rating for Yealink Network Technology, downstream demand and performance gradually recovering.

Gelonghui Finance · Oct 15 03:51

huaxi research reports pointed out that, according to performance forecasts, in 2024Q0.3 billion Lianwang Networks (300628.SZ) is expected to have a net income attributable to the parent of 0.69-0.72 billion yuan, an increase of 18%-23% year-on-year. It is expected that the desktop communication terminal inventory is at a healthy level, benefiting from the recovery of demand in Europe and America, and is expected to maintain a stable growth rate. Meeting products and cloud office terminals are expected to continue to grow rapidly due to their product cost-effectiveness under the product matrix of versatile terminal products in many meeting rooms and the BH business earphone iterative upgrade. The company's 2024 stock-based incentive plan demonstrates the company's development confidence. As a global leading provider of communication and collaboration solutions, after experiencing destocking period, downstream demand and performance are gradually recovering. Referring to the company's latest stock-based incentive plan, profit forecasts are maintained, and a "shareholding" rating is maintained.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more

研报掘金丨华西证券：维持亿联网络“增持”评级，下游需求和业绩逐渐修复

Research Reports | Huaxi Securities: Maintaining a "shareholding" rating for Yealink Network Technology, downstream demand and performance gradually recovering.

Risk Disclaimer

Statement