研報掘金丨華鑫證券:首予納思達“買入”評級,信創業務不斷推進,芯片業務持續創新
華鑫證券研報指出,納思達信創業務不斷推進,芯片業務持續創新。公司打印機業務整體出貨量在全球激光打印機市場份額中排名第四位。目前奔圖已銷往海外110餘個國家和地區,佔奔圖總出貨量的比例接近50%。同時,針對人形機器人應用進行了全面的芯片佈局,包括關節控制器和靈巧手實時控制DSP芯片、智能編碼器芯片、小腦計算芯片、電池管理主控芯片、視覺雷達傳感器芯片和力矩傳感器芯片等,目前部分已實現批量出貨。看好公司打印機業務市佔率穩步提升,集成電路業務全面佈局,未來有望帶來新增長。首次覆蓋,給予“買入”投資評級。
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