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研報掘金丨信達證券:豪能股份未來預期增長較高,首予“買入”評級
格隆匯 02-20 16:36

信達證券日前研報指出,豪能股份(603809.SH)深耕同步器賽道,多業佈局打開成長空間。目前,公司同步器業務穩健發展,市場佔有率較高;差速器放量在即,毛利率持續回升;減速器項目已有部分產品配套客戶;航空航天業務穩健發展。2024H1 公司營收、利潤情況表現良好,多業佈局疊加機器人產業發展趨勢有望爲公司未來打開成長空間。考慮到公司積極橫向拓展產品品類,相關產品放量迅速並積極開拓海外市場,未來預期增長較高,可以給予一定估值溢價,首次覆蓋,給予“買入”評級。

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