大行評級|浦銀國際:首予藍思科技H股“買入”評級及目標價23.3港元 新一輪創新週期催化成長機遇
浦銀國際發表研究報吿指,首次覆蓋藍思科技,予“買入”評級,H股目標價23.3港元,認為新一輪創新週期催化成長機遇。
該行指,藍思科技短中長期增長動能充裕,其成長動能來自於:1)未來三年超薄手機和摺疊手機帶動單機玻璃價值量提升,平均單價和毛利率將再次提升;2)明年開始隨着UTG玻璃在摺疊手機中滲透,手機蓋板玻璃動能將持續;3)汽車玻璃業務有望在明年開始進入收穫期,提供中期成長動能;4)藍思多材料佈局,包括金屬鋁、鈦等,維持上行勢頭;5)人形機器人、AI眼鏡等潛在新興產業佈局完善,長期增長空間和確定性有所保障。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.