研報掘金丨天風證券:首予均勝電子“買入”評級,目標價27.75元
天風證券研報指出,均勝電子是全球領先的汽車電子解決方案和汽車安全解決方案提供商。目前,均勝電子已經在智能座艙、智能駕駛、新能源管理和汽車安全系統上佔據全球領先地位,並逐步將汽車業務優勢延伸至機器人領域。公司作為汽車+機器人Tier1 廠商,或將持續受益於智能駕駛及人形機器人等新興場景需求增長。預計25-27年公司實現收入645.12/716.32/788.18億元,實現歸母淨利潤15.65/18.77/22.99億元,對應公司25年PE 25X,目標價27.75元,首次覆蓋,給予“買入”評級。
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