研報掘金丨華鑫證券:浙江榮泰切入人形機器人核心環節,維持“買入”評級
華鑫證券研報指出,浙江榮泰(603119.SH)擬通過增資及股權轉讓方式取得上海狄茲精密機械有限公司51%股權。公司通過收購狄茲精密有利於快速切入人形機器人核心環節,在原有深厚的客戶基礎之上,對產品品類、深度實現全面拓展,打造第二成長曲線,打開成長天花板。主業競爭力凸顯,訂單充沛,成長路徑清晰公司成立至今,持續強化在電池安全防護件領域的核心競爭力,此外,不斷圍繞特斯拉爲代表的全球領先客戶拓展產品品類,開發輕量化及CCS等新品,帶動價值量提升。基於公司不斷強化核心競爭力,外延擴張產品線,維持“買入”評級。
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