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研報掘金丨光大證券:維持廣和通“買入”評級,深度佈局開發平台
格隆匯 02-10 15:59

光大證券研報指出,廣和通(300638.SZ)是中國物聯網模組巨頭。深度佈局開發平台,有望成為公司新增長極。廣和通具身智能機器人開發平台Fibot 可助力機器人廠商進行軟件及算法的二次開發,賦能具身機器人廣泛應用於工業製造、家用服務、智慧物流等場景。隨着AI 開發生態不斷髮展,該開發平台將為更多機器人終端帶來可商用的軟硬件基礎。智能模組SC126助力商用落地,與地瓜機器人深度合作。隨着AIoT技術的不斷髮展,智能割草機器人的滲透率將進一步增加。公司多款智能模組及解決方案已幫助割草機客户快速部署終端。雖然由於剝離資產下修公司盈利預測,但認為機器人和AI端側業務將承接公司未來增長,打開公司新的成長空間,維持“買入”評級。

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