研報掘金丨羣益證券(香港):予拓斯達“買進”建議,看好公司的成長性
羣益證券(香港)研報指出,拓斯達深耕工業機器人、五軸數控機牀等設備領域,憑藉在高端製造領域的深厚積累,積極投身具身智能賽道,與華爲合作推出基於鯤鵬+openEuler的智能機器人控制平臺。公司高端數控機牀訂單量超120臺,訂單金額同比增長超70%,來自人形機器人、低空飛行器等新興行業需求明顯增多。展望未來,公司業務結構將得到改善,看好公司盈利彈性逐步釋放。公司正處於轉型陣痛期,2025Q1業績環比有所好轉,隨着項目型業務的收縮,該行看好公司的成長性,給予“買進”的投資建議。
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