研報掘金丨浙商證券:維持巨星科技“買入”評級,連續斬獲國際大客戶訂單
浙商證券研報指出,巨星科技獲得歐洲大型零售集團H公司爲期三年的電動工具獨家供應訂單。預計訂單年採購金額不低於1500 萬美元,超過公司2024年電動工具收入的5%。計劃於2025年下半年啓動交付。因首年僅執行半年銷售,2025年相關收入預計不超過1000萬美元。工具行業景氣度有望隨美聯儲進入降息週期後持續上行,疊加三電技術普及推動消費級電動工具需求加速擴張,行業增長動能強勁。巨星科技近年深耕鋰電電動工具領域,通過大規模技術創新夯實產品競爭力,連續斬獲國際大客戶訂單,電動工具板塊的長期發展潛力與收入彈性顯著。維持“買入”評級。
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