研報掘金丨東吳證券:拓斯達具有較強的成長性,維持“增持”評級
東吳證券研報指出,拓斯達(300607.SZ)通過子公司矩陣智控科技,打造“感-算-控”一體化的通用機器人運動控制平台,聚焦人形機器人運動控制技術。憑藉與華為的緊密合作及地理優勢,拓斯達有望在人形機器人賽道取得突破,並鞏固其在華為產業鏈中的優勢地位。同時,公司加大智能化技術研發投入,推出具備智能監控和故障診斷功能的數控系統,提升設備穩定性和易用性。公司業務處於轉型期,聚焦機牀/注塑機/機器人三大領域高舉高打。考慮到公司三大業務版圖定位清晰,並與國內頭部客户建立了良好合作,具有較強的成長性,維持“增持”評級。
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