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研報掘金丨華鑫證券:首予匯納科技“增持”評級,有望切入3D打印領域

華鑫證券研報指出,匯納科技實控人擬變更,有望切入3D打印領域。經過多年發展,金石三維成長爲國內技術路線最廣、產品系列最全的工業級3D打印科技公司,近幾年年複合增長率超過50%,淨利潤規模在全國排名前三,其中SLA光固化打印機出貨量位列行業第一。匯納科技擬藉助新實際控制人變更及本次發行募集資金的相關際遇,充分融合資金、人才、技術、客羣、政府等多方面有益資源,把握增材製造行業快速增長的市場機遇,利用上市公司平臺擇機、逐步開展增材製造相關業務,優化現有產品結構,提升公司銷售規模及市場份額,實現業務橫向擴展並提高公司綜合競爭力。看好傳統主業逐步好轉,同時有望拓展3D打印業務帶來新的增長機會。暫不考慮公司拓展3D打印業務,首次覆蓋,給予“增持”投資評級。

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