研報掘金丨申萬宏源:維持藍思科技“買入”評級,切入人形機器人產業鏈
申萬宏源研究研報指出,藍思科技(300433.SZ)與AI交互領軍企業杭州靈伴科技(Rokid)達成深度戰略合作。此次戰略合作爲藍思科技整機業務帶來全新增長點。維持“買入”評級。藍思科技智能設備視窗及外觀防護、結構件全球行業地位領先。受益大客戶電子產品鋁結構件及玻璃外觀件創新,前瞻佈局摺疊屏UTG蓋板玻璃。公司加快發展整機業務,實現智能手機、支付終端、智能眼鏡垂直整合。此外,智能製造14載實現人效翻倍、成本優化,2025年切入人形機器人產業鏈。
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