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研報掘金丨國盛證券:維持浙江榮泰“買入”評級,佈局機器人賽道大有可為
格隆匯 06-26 15:35
國盛證券研報指出,浙江榮泰擬入股金力傳動,機器人領域佈局再落一子。浙江榮泰通過參股重點佈局齒輪箱、電機,機器人產品佈局持續推進,此次合作助於公司快速進入智能傳動、人形機器人等新興領域,增強公司盈利能力,穩固競爭優勢。根據業績承諾,狄茲精密在2025年到2027年淨利潤累計不低於7000萬元。相關業務推進順利,目前公司已有部分產品向機器人公司銷售,業務已初具規模,整體戰略佈局清晰。公司為全球雲母絕緣材料龍頭,佈局機器人賽道大有可為,維持“買入”評級。
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