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研報掘金丨江海證券:維持博實股份“買入”評級,業績有望保持穩健增長
江海證券研報指出,博實股份(002698.SZ)榮獲第11屆恰佩克獎2項殊榮,人形機器人產品值得期待。2024年“機器人+”及環保設備產品營收顯著增長,海外業務表現亮眼。2025年一季度公司淨利潤增速超預期,考慮到公司盈利能力有望持續好轉,在政策和國內經濟持續向好的驅動下,下遊需求將呈現持續向好趨勢,公司業績有望保持穩健增長。對應當前股價15.13元(2025.6.3收盤價),PE分別爲25/20/17倍。考慮到未來公司人形機器人項目有望取得積極進展,給予2025年30倍PE,對應目標價18.30元,維持“買入”評級。
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