大行評級丨摩根大通:上調速騰聚創目標價至28.6港元 對基本面看法小幅趨向正面
摩根大通發表報告指,對速騰聚創基本面看法小幅趨向正面,基於機器人分部業務的大幅增長和毛利率改善。該行對ADAS LiDAR在中國的滲透率較爲樂觀,即使是低價車款,也逐漸將其應用爲標準配置。該行預測速騰聚創2024至2027年的銷售額年複合增長率爲35%,並預期2026年扭虧錄得淨利潤1.09億元,即於2025年度第四季達到季度盈虧平衡。該行對其目標價由24港元上調至28.6港元,維持“中性”評級。
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