研報掘金丨民生證券:藍思科技衝刺H股,全球化佈局,維持“推薦”評級
民生證券研報指出,藍思科技(300433.SZ)衝刺H股,全球化佈局。赴港股上市有助於拓寬融資渠道,加速海外生產基地的建設、進一步優化供應鏈的全球化佈局,實現海外客戶需求的匹配、以及做好快速響應,公司此舉有望進一步增強自身在全球的競爭力。認爲藍思科技在人形機器人、摺疊屏等新的AI 終端研發生產能力,是公司在傳統消費電子的技術與經驗的複用,其在精度、效率以及成本控制等方面有較強優勢,有助於打開成長的天花板。公司是國內消費電子玻璃蓋板龍頭,以組裝業務爲抓手,拓展上遊玻璃、金屬結構件及模組產品,深度參與新的AI終端,維持“推薦”評級。
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