研報掘金丨東海證券:拓普集團上半年北美客户銷量增長,人型機器人執行器項目進展順利,維持“買入”評級
格隆匯7月19日丨東海證券18日研報指出,拓普集團(601689.SH)2023年上半年北美客户、比亞迪汽車銷量增長顯著。2023年上半年北美客户銷量88.90萬輛,同比增長57.42%,去年同期加州、上海工廠產能提升,柏林、得州工廠正式投產,同時今年以來全球範圍內的調價也促進了北美客户在主要市場的銷量。公司以減震、內飾起家,並持續推動產品線的拓展,目前汽車業務已擁有汽車NVH減震系統、內外飾系統、車身輕量化、智能座艙部件、熱管理系統、底盤系統、空氣懸架系統、智能駕駛系統等8大系列產品,核心產品市場份額不斷提升,新產品逐步量產。另外,公司拆分設立機器人事業部,人型機器人執行器項目進展順利。公司在機械、減速機構、電機、電控、軟件等領域具備深厚的技術積澱,有望切入人形機器人的全新藍海市場。維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.