研報掘金丨羣益證券(香港):北特科技積極佈局人形機器人產業,首予“買進”建議
羣益證券(香港)研報指出,北特科技(603009.SH)深耕汽車零部件行業,目前已經形成底盤零部件業務、鋁合金輕量化業務、空調壓縮機業務三大板塊。公司積極佈局人形機器人產業,2024年10月投資18.5億元建設行星滾柱絲槓研發生產基地項目,有望成爲公司第二成長曲線。公司正從單一汽車零部件供應商向“汽車+機器人”雙輪驅動轉型,首次覆蓋,給予“買進”的投資建議。
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