《大行報告》匯豐研究升力勁科技(00558.HK)目標價至26元 評級「買入」
匯豐環球研究指,力勁科技(00558.HK)在9月簽訂6台7,200噸車身壓鑄機Giga Press訂單,預料該公司在2022年至2023年間的滲透率進一步提升,並認為其技術較競爭者領先兩至三年,隨著明年新工廠開工,料產能也較為優勝。
該行將力勁科技目標價上調近10%,由23.64元升至26元,維持「買入」評級。
匯豐環球研究表示,力勁科技旗下Giga Press,正加速於特斯拉供應商以外的供應商滲透,預計其明年的Giga Press滲透率能上升至14%。該行預計,力勁科技今個財政年度的壓鑄機收入會上升31%。
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