研報掘金丨東吳證券:維持安克創新“買入”評級,公司3D紋理打印超預期
東吳證券研報指出,安克創新3D紋理打印機衆籌收官,衆籌額登頂歷史第一。認爲這有望成爲公司下一個重要的品類創新,有望打造新增長曲線。公司多年來堅持進行研發投入,研發費用率在行業中排名前列。eufyMakeE1有望成爲公司開闢3D紋理打印機新賽道的重要里程碑,該產品僅衆籌期間就已經獲得超3.3元億人民幣的認籌,相信這款產品日後在產能爬坡、渠道進一步鋪貨之後,有較大的發展空間。考慮公司3D紋理打印超預期,及召回和可能發生的存貨減值對利潤的影響,上調收入預期但下調短期利潤預期,維持“買入”評級。
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