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研報掘金丨中金:維持拓普集團“跑贏行業”評級 2025迎汽車+機器人共振
格隆匯 01-07 15:28

中金公司研報指出,拓普集團(601689.SH)小規模併購相關產業鏈標的,加速客户拓展,2025迎汽車+機器人共振。認為單個機器人直線+旋轉執行器配套價值有望達到數萬元,公司作為關節執行器環節核心供應商有望獲得較大份額,2025年有望開始貢獻業績,長期看有望成為第二增長曲線。維持2025 年盈利預測38.1億元,引入2026年盈利預測47.2億元。維持跑贏行業評級及目標價55.8元。

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