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研報掘金丨國海證券:首予萬馬科技“增持”評級,25Q1業績向好
國海證券研報指出,受益於車聯網及通信業務同比高增,萬馬科技2025Q1業績向好。公司當前已積累了大量優質的客戶資源並建立長期穩定的戰略合作配套關係。國內車聯網、智駕業務的下遊客戶包括吉利、理想、上汽、東風、嵐圖、智己、高合等;同時伴隨車企出海公司已爲吉利提供車輛出海聯網服務,另有海外定點客戶東風柳汽、東風汽車、上汽、領克、銀河等。公司全面切入Robotaxi核心基礎設施,後續有望持續受益Robotaxi商業化發展。當前股價對應PE分別爲75/49/39X,首次覆蓋,給予“增持”評級。
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