郭思治: 碧桂园(02007.HK)有科技股概念 估值便宜可趁低吸
香港股票分析师协会副主席郭思治称,今年首十个月,碧桂园(02007.HK)累计权益销售额为5,007.6亿元人民币,按年升4.38%。2017年以来,碧桂园销售业绩已连续三年保持行业领先,截至目前,专案已实现内地31个省份全覆盖,有450多万户家庭选择在碧桂园安居乐业。碧桂园在不断探索多元化发展,涉足智慧科技机器人等新业务领域。碧桂园集团旗下千玺机器人和博智林机器人公司,分别负责研发餐饮机器人和建筑机器人,令到碧桂园除了传统发展商外,也有科技股概念。
千玺机器人在不到两年短短时间内的开创性探索,快速面对市场,已取得阶段性的成果。千玺集团已成功打造涵盖中餐、火锅、速食、煲仔饭、粉面及单机设备为组合的「5+1」全新智慧餐饮业态。截至2020年11月累积提交超过720余项专利申请,自主研发机器人设备及软体系统80多种,其中有61款已投入使用。
另外,自主研发生产的第二代煲仔饭机器人和迷你雪糕机器人率先获得由国家机器人检测与评定中心颁发的中国首张系统集成餐饮机器人CR(China Robot Certification)证书。这一方面代表了国家权威机构对千玺餐饮机器人的正式认可,另一方面也表明千玺集团在餐饮机器人行业已占据领先地位。
市场覆盖方面,已在佛山、广州、江门等地成功运营13家机器人餐厅,超200余台各类餐饮机器人单机设备,在北京、江西、陕西等10余个省市的医院、商业中心、景区、大学和政企单位实现运营。公司在东莞投资兴建的6万平方米中央厨房也将於年内投产,食材供应能力每天可达180吨,能够满足1,000家餐厅门店供应需求。
近年来国家对高端智慧产品已出台了一系列的相关政策,近期国家「十四五」规划建议正式发布,建议提出要强化国家战略科技力量,实施一批具有前瞻性、战略性的国家重大科技专案,积极参与国际标准的制定和修订。内房股11月开始有资金流入,趁低吸纳。股价从10元升至11.44元的高位,现价市盈率只有5倍,息率有8%,仍然十分便宜,可以趁低吸纳。
(笔者为证监会持牌人)~
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