00 002415.SZ Hangzhou Hikvision Digital Technology Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

Hikvision is recovering strongly: margins are expanding (GPM 52.7%, OP margin ~20%), new business segments (robotics, smart home, automotive) are growing at 9% revenue with high margins, and government/enterprise sales have turned positive. Previously depressed by US sanctions and local government fiscal issues, the stock now trades at 19x forward P/E, far below its historical 40-50x range, and consensus sees 50% upside. The AI/smart solution trend will drive further re-rating.