研報掘金丨國泰海通:首予寶信軟件“增持”評級,目標價33.64元
國泰海通證券研報指出,寶信軟件作爲工業軟件行業龍頭,大力推動AI賦能鋼鐵產業革新,自研平臺構建自主可控工業軟件體系,隨着工業級機器人應用端落地生根,看好公司長期發展。首次覆蓋,給予“增持”評級,目標價33.64元/股。鋼鐵行業基本盤穩固,2025Q1業績承壓。AI賦能鋼鐵產業革新,自研平臺構建自主可控工業軟件體系。目前公司已推出首臺人形機器人概念機,完成二代人形機器開發,探索工業領域的“人形機器人+AI”應用場景,在鋼鐵、有色、3C電子等行業實現規模化應用,在行業景氣度支撐下有望受益。
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