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研報掘金丨開源證券:維持雷迪克“買入”評級,收購落地人形機器人業務加速

開源證券研報指出,雷迪克收購謄展精密協議正式落地,機器人業務迎來加速。交易完成後,謄展精密成爲公司的控股子公司。該行認爲本次收購協議的簽署標誌着公司在機器人業務的進程加速,同時有望依託主業二十餘年的精密製造能力、客戶資源和產能優勢,推動絲槓業務實現產業化落地。隨着公司主業迎來業績拐點,機器人業務開闢第二增長曲線,維持預計2025-2027年歸母淨利潤分別爲1.56/1.94/2.37億元,當前股價對應PE爲62.4/50.1/41.1倍,維持“買入”評級。

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