港股異動丨佑駕創新大漲超11% 國證國際首予“買入”評級+“H+A”雙重上市政策利好
佑駕創新(2431.HK)大漲超11%,最高觸及28.7港元。消息面上,國證國際發佈研究報告,首次覆蓋佑駕創新,並給予“買入”評級。綜合PS與DCF估值,給予目標價31.4港元,較當前股價有20%上升空間。該行認爲,佑駕創新是中國少有的能夠實現自動駕駛解決方案全棧自研的公司,考慮其優秀的產品梯隊和客戶矩陣,未來有望展現出極強的業績彈性。到2024年底,佑駕創新的智能駕駛解決方案已經對22家整車廠就67款車型進行量產,智能座艙已經與9家整車廠就30款車型進行了量產。此外,中共中央辦公廳、國務院辦公廳發佈《關於深入推進深圳綜合改革試點 深化改革創新擴大開放的意見》,允許在香港聯合交易所上市的粵港澳大灣區企業,按照政策規定在深圳證券交易所上市。分析指,“H+A”雙重上市可同時利用香港國際資本和內地充裕流動性, 提升企業在境內外市場的影響力,而A股科技板塊估值普遍高於港股,尤其利好科創企業。佑駕創新作爲大灣區在港股上市的科技企業,有望實現 “H+A” 雙重上市,進一步利好其發展。
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