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研報掘金丨中金:予藍思科技“跑贏行業”評級及目標價17.30元
格隆匯 05-22 15:57

中金公司研報指出,外觀件龍頭卡位優勢明顯,藍思科技(300433.SZ)有望受益行業升級趨勢。看好藍思在新能源領域的綜合競爭優勢,未來或將開拓更多國際及國內新能源客户,推動相關業務實現收入及利潤持續成長。考慮藍思在外觀件領先地位,以及系統組裝、新能源及MR等佈局,該行再次覆蓋藍思科技,給予跑贏行業評級及目標價17.30元,對應2024/25e 21.6/17.1x P/E,當前有16%上升空間。

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