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研報掘金丨華鑫證券:首予豪江智能“買入”評級,全球佈局助推發展
格隆匯 06-11 15:06

華鑫證券研報指出,驅動產品覆蓋多應用場景,豪江智能25Q1營收盈利雙提升。公司為業界知名的智能線性驅動產品研發、生產企業,現階段已完成在智能家居、智慧醫養、智能辦公、工業傳動等智能線性驅動主要應用場景的技術積累,形成了以智能家居為核心並逐漸向其他應用場景延展的業務佈局。在智能家居領域,公司的技術優勢顯著。在智能醫養領域,公司智慧醫養線性驅動產品是醫養器械自動化、智能化的核心部件,廣泛應用於ICU病牀、手術牀、CT機等醫療設備電動輪椅、移位機等養護設備。在工業傳動領域,公司產品在下游工業傳動領域的應用場景較為廣泛,可覆蓋智能製造、光伏發電、農業生產、畜牧養殖、工程建設等多個細分領域。此外,公司積極推進海外佈局,報吿期內投資2000萬美金在泰國建設生產基地,首期4萬平廠房已完成基建,目前處於裝修施工階段,預計2025年下半年投產。基於公司在智能家居醫養和工業傳動領域上的業務增長,首次覆蓋,給予“買入”評級。

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