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研報掘金丨華創證券:中控技術業績持續增長,維持“強推”評級
格隆匯 03-06 14:42
華創證券研報指出,中控技術(688777.SH)業績持續增長,經營效率顯著優化。2024年公司重點投入工業AI、機器人等創新型業務方向,全新推出PlantMembership 會員訂閱制商業模式,以實現業務穩健增長。其中,海外業務規模持續增長,細分行業中,油氣業務、PLC 業務、機器人業務快速增長。公司持續推進全流程數字化轉型,整體費用率有效降低,經營管理績效得到顯著優化。受宏觀經濟影響致客戶交付節奏放緩,略下調公司盈利預測,後續隨着公司在工業AI領域持續發力,有望帶動業績和估值的雙升。估值方面,參考可比公司,給予公司2025年36xPE,對應目標價66.60元,維持“強推”評級。
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