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研報掘金丨西部證券:珠海冠宇未來成長空間廣闊,維持“買入”評級
格隆匯 02-19 16:34

西部證券研報指出,AI落地或帶動換機需求,珠海冠宇(688772.SH)消費類業務有望受益大客戶新品放量。公司與蘋果保持緊密合作,目前供應的產品主要包括筆記本及手機電池,同時積極對接新品類的電池開發;未來隨着大客戶新機發布以及鋼殼等新技術方案落地,公司消費類業務有望充分受益。此外,下遊人形機器人、eVOTL、AI眼鏡等新興領域快速發展,對電池能量密度提升需求迫切,固態電池產業化應用有望加速;公司積極佈局固態電池產品開發,目前實驗室樣品具備良好的安全性及循環壽命,相關領域客戶也在對接,未來成長空間廣闊。維持“買入”評級。

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