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研報掘金丨國泰君安:予三花智控“增持”評級,目標價36.29元
格隆匯 03-20 15:11
國泰君安研報指出,三花智控(002050.SZ)製冷業務圍繞節能結構升級,新能源汽車帶動熱管理產品量價齊升,儲能和機器人等新興市場需求即將爆發,公司不斷拓展業務邊界,實現連續高成長。公司作為汽車熱管理龍頭以及機器人相關零部件核心供應商,可比公司參考拓普集團、雙環傳動、雷賽智能、偉創電氣。綜合PE及DCF估值,給予公司目標價36.29元,給予“增持”評級。
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