研報掘金丨東方證券:領益智造全方位佈局機器人產業,維持“買入”評級
東方證券研報指出,領益智造全方位佈局機器人產業,目標成為全球領先具身智能硬件製造企業。公司近期舉辦機器人戰略發佈會,未來公司將通過核心零部件研發、全方位硬件服務及完備的工業應用場景開發,打造機器人產業從零部件/材料-模組-整機-應用場景落地的產業鏈閉環,致力於成為全球TOP3的具身智能硬件製造商。在手機、PC等終端場景裏,公司主要聚焦定位上游精密零組件及模組供應商,而在未來機器人產業,公司將不再僅作為零部件供應商,有望憑藉四大先發優勢成為整體硬件製造及ODM的領軍者,提供一站式的硬件服務和多模態場景解決方案。根據可比公司25年32倍PE估值,對應目標價11.52元,維持“買入”評級。
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