《大行》招商證券國際料通用機械人於2028至30年爆發 首予優必選(09880.HK)越疆(02432.HK)「增持」評級
招商證券國際發表研究報告指,今年年AI技術推動海外機械人智能化升級,龍頭公司以垂直整合提升迭代效率。另外,華爲正式入局,發表具身智能平臺,補齊中國機械人領域短板。
該行預計,通用機械人將於2028至30年爆發,2035年市場規模達500萬臺,但迭代速度會受制於模型、數據及硬件的協同進化。垂直領域的專業機械人將率先突破,預計至2028年,工業及商業協作機械人的市場規模分別達27.8億和12億美元,2023至28年的複合年增長率分別爲29%及75%;又料AI具身家庭機械人在2029年的市場規模達624億人民幣,2024至29年的複合年增長率爲60%。
個股推薦方面,該行首予優必選(09880.HK)和越疆(02432.HK)「增持」評級,目標價分別爲110港元及76港元,又看好特斯拉(TSLA.US),予「增持」評級,惟該公司受到電動車銷售拖累,因此將目標價由452美元下調至377美元。該行又關注未上市的AI具身家庭機械人系統供應商臥安機器人。
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