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《大行報告》中金首予力勁科技(00558.HK)「跑贏行業」評級 目標價15.71元
阿思達克 08-22 15:57
中金發表報告,首予力勁科技(00558.HK)「跑贏行業」評級,目標價15.71元,相當於2024財年預測市盈率22倍。 報告指,力勁科技作為超大型壓鑄機市場的領導者,具有相當大的先行優勢。公司去年率先打入Tesla的壓鑄機供應鏈,比其競爭對手早1.5至2年開始積累項目經驗,並在6,000噸及以上的超大型壓鑄機市場佔有率超過90%。 長遠而言,考慮到力勁科技已經在技術、品牌、供應鏈和交付方面具備的能力,相信公司可以保持很大的市場份額。加上超大型壓鑄機市場具較高的進入壁壘,預計該領域的毛利將達到約40%,高於傳統壓鑄機。
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