研報掘金丨華泰證券:三花智控加碼機器人與家電汽零業務,維持“增持”評級
華泰證券研報指出,三花智控(002050.SZ)擬投資50億元,加碼機器人與家電汽零業務。該協議的落實有利於公司擴大製冷空調電器零部件和汽車零部件業務規模,提升公司在暖通家電以及汽車熱管理領域的綜合競爭實力,同時機器人伺服機電執行器集成項目的開展有利於公司提高綜合競爭力,充分受益於機器人產業化浪潮,賦能長期業績增長。考慮公司機器人業務發展迅速且積極佈局產能配套,該行給予公司24年31倍PE,對應股價29.76元,維持“增持”評級。
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