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研報掘金丨華源證券:龍溪股份盈利能力強,首予“買入”評級
格隆匯 07-21 14:34

華源證券研報指出,龍溪股份主營高毛利關節軸承,近三年產品毛利率穩定40%+,盈利能力強。公司是國際三大關節軸承公司之一、國內領先的關節軸承企業,關節軸承產品品種數與產銷量位居全球第一,年產能超2000萬套。下游重點客户包括卡特彼勒、沃爾沃、中國商飛、航空工業及航天科技等,是國內唯一通過美國海軍航空司令部實驗室A標軸承認證企業。考慮到公司作為關節軸承龍頭,在傳統市場裏具備較強的產品競爭力,且機器人用關節軸承技術路線明確,認為公司有望在機器人應用中優先受益,首次覆蓋,給予“買入”評級。

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