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研報掘金丨浙商證券:維持匯川技術“增持”評級,“戰略力+產品力+組織力”持續發揮優勢
格隆匯 02-17 14:41
浙商證券研報指出,近年來,中國工業軟件市場規模持續增長,但在高端領域仍面臨性能、易用性、開放性和長期穩定供應等挑戰。匯川技術(300124.SZ)作爲國內工控龍頭, IFA平臺對標西門子的博途全集成軟件,具有高度的自主性和創新性,有助於進一步加速硬件國產替代進展,爲自動化主業穩健增長及人形機器人等新業務開發奠定堅實基礎。短期,製造業增速築底,預計2025年逐步改善;長期,公司“戰略力+產品力+組織力”持續發揮優勢,電梯及軌道交通業務有望穩定提供利潤,通用自動化業務穩健增長,新能源車業務持續放量,數字化及能源管理業務打開成長天花板。維持“增持”評級。
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