研報掘金丨長江證券:首予富臨精工“買入”評級,機器人拓展打開成長空間鐵鋰業務
長江證券研報指出,富臨精工(300432.SZ)汽零+鐵鋰構築增長基本盤,機器人拓展打開成長空間鐵鋰業務,高壓實鐵鋰結構性緊缺,產品技術領先及加工溢價延續,資源端佈局落地助力盈利進一步增厚。汽零業務,發動機零部件業務龍頭地位有望持續加固,前瞻佈局新能源,打造新能源電驅系統、熱管理系統以及懸架系統三大業務線,現已進入二次增長曲線收穫期。機器人業務,開拓關節模組及總成環節核心部件,有望開啟全新成長空間。首次覆蓋給予“買入”評級。
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