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震裕科技(300953.SZ):公司機器人組件及精密零部件產品都處於投入期
格隆匯 03-04 09:21

格隆匯3月4日丨震裕科技(300953.SZ)近日在接受現場調研時表示,公司比較認同機器人產業鏈未來是一個能夠比肩新能源電動車產業鏈長期賽道的觀點。產業發展初期包括公司在內的相關零部件產業鏈廠家都是在證明自己能做、能做好的能力,產業發展中後期則需要驗證公司保證大規模生產質量一致性的前提下持續降本的生產工藝能力。公司2024年前三季度主營業務收入50億,預計2024年全年歸母淨利潤22,000萬元~28,000萬元,現有業務收入及歸母淨利潤體量大。而人形機器人新興領域行業還處於從0-1的起步階段,公司機器人組件及精密零部件產品都處於投入期,近期雖已實現小批量交付但營收規模相對較小,預計對公司業績貢獻度很小。公司雖然看好新興領域的中長期發展,但行業發展和業務拓展也存在較強的不確定性,特此提醒廣大投資者注意投資風險。

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