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郭思治: 碧桂園(02007.HK)有科技股概念 估值便宜可趁低吸
阿思達克 11-19 10:11
香港股票分析師協會副主席郭思治稱,今年首十個月,碧桂園(02007.HK)累計權益銷售額為5,007.6億元人民幣,按年升4.38%。2017年以來,碧桂園銷售業績已連續三年保持行業領先,截至目前,專案已實現內地31個省份全覆蓋,有450多萬戶家庭選擇在碧桂園安居樂業。碧桂園在不斷探索多元化發展,涉足智慧科技機器人等新業務領域。碧桂園集團旗下千璽機器人和博智林機器人公司,分別負責研發餐飲機器人和建築機器人,令到碧桂園除了傳統發展商外,也有科技股概念。

千璽機器人在不到兩年短短時間內的開創性探索,快速面對市場,已取得階段性的成果。千璽集團已成功打造涵蓋中餐、火鍋、速食、煲仔飯、粉麵及單機設備為組合的「5+1」全新智慧餐飲業態。截至2020年11月累積提交超過720餘項專利申請,自主研發機器人設備及軟體系統80多種,其中有61款已投入使用。

另外,自主研發生產的第二代煲仔飯機器人和迷你雪糕機器人率先獲得由國家機器人檢測與評定中心頒發的中國首張系統集成餐飲機器人CR(China Robot Certification)證書。這一方面代表了國家權威機構對千璽餐飲機器人的正式認可,另一方面也表明千璽集團在餐飲機器人行業已佔據領先地位。

市場覆蓋方面,已在佛山、廣州、江門等地成功運營13家機器人餐廳,超200餘台各類餐飲機器人單機設備,在北京、江西、陝西等10餘個省市的醫院、商業中心、景區、大學和政企單位實現運營。公司在東莞投資興建的6萬平方米中央廚房也將於年內投產,食材供應能力每天可達180噸,能夠滿足1,000家餐廳門店供應需求。

近年來國家對高端智慧產品已出臺了一系列的相關政策,近期國家「十四五」規劃建議正式發佈,建議提出要強化國家戰略科技力量,實施一批具有前瞻性、戰略性的國家重大科技專案,積極參與國際標準的制定和修訂。內房股11月開始有資金流入,趁低吸納。股價從10元升至11.44元的高位,現價市盈率只有5倍,息率有8%,仍然十分便宜,可以趁低吸納。

(筆者為證監會持牌人)~

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