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研報掘金丨中銀證券:維持藍思科技“買入”評級,認爲公司經營展望佳
格隆匯 04-07 17:17
中銀證券研報指出,藍思科技(300433.SZ)24年營收/歸母淨利潤均實現較快增長。公司產業鏈垂直整合取得有效成果,在“消費電子+智能汽車+人形機器人”的多輪驅動戰略指引下,新增長點多。認爲公司經營展望佳,維持“買入”評級。縱向看,產業鏈垂直整合取得有效成果,公司競爭優勢得到強化。橫向看,“消費電子+智能汽車+人形機器人”的多輪驅動戰略指引下,公司新增長點多。在人形機器人領域,公司已與國內頭部機器人公司合作,爲多家人形機器人公司提供一站式垂直整合服務,公司組建專門團隊研發人形機器人關節、靈巧手、軀幹、頭部殼體及面罩等結構件、模組。2025年1月21日,藍思科技成功批量交付靈犀X1人形機器人相關產品。
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