研報掘金丨開源證券:首予震裕科技“買入”評級,受益人形機器人產業化及ASP提升雙擊
開源證券研報指出,震裕科技(300953.SZ)是精密模具產業鏈解決方案供應商,主營業務爲精密模具、電機鐵芯及鋰電池精密結構件,與全球頭部汽車廠、電池廠客戶長期合作。2024年前三季度公司實現收入50.1億元,同比增長17.3%,歸母淨利潤1.7億元,同比增長214.4%,受益大客戶拓展及自動化產線升級,業績強勢增長。2024年8月公司發佈股權激勵計劃,業績考覈要求2024-2026年淨利潤中位數爲2.88/3.44/4.14億元,複合增速20%,彰顯成長信心。公司主業企穩向上,並大力佈局人形機器人產業鏈,受益人形機器人產業化及ASP提升雙擊。首次覆蓋予以“買入”評級。
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