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研報掘金丨華鑫證券:予福萊新材“買入”評級 股權激勵綁定核心研發團隊
格隆匯 07-18 14:13
華鑫證券研報指出,福萊新材二代產品攜手兆威,股權激勵綁定核心研發團隊。公司將柔性表面材料融入傳感器業務,二代柔性傳感器能夠完美貼合各種複雜曲面,突破了傳統半柔性或平面傳感器的物理限制,可以完整部署於指尖、指腹、手心、手背等關鍵區域,達成全域觸覺感知,確保識別可靠性和精準度。股權激勵方案落地,確保公司技術領先、科研團隊穩定的同時,彰顯了公司對未來發展的信心。目前公司正在批量供貨電子皮膚,客户涵蓋兆威機電旗下ZWHAND等。電子皮膚產品送樣工作進展加速,送樣對象覆蓋行業內多家頭部廠商。預測公司2025-2027年歸母淨利潤分別為1.23、1.56、2.19億元,當前股價對應PE分別為72.9、57.6、41.1倍,給予“買入”投資評級。
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