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《大行》高盛首覆蓋三花智控(02050.HK)予「買入」評級 目標價33.2元
阿思達克 08-08 10:55
高盛發表報告指,啟動覆蓋三花智控(02050.HK),首予「買入」評級,目標價為33.2元。 該行指,三花是全球領先的暖通空調控制及熱管理部件供應商,看好其在人形機械人執行器領域的增長潛力,這建立在其在暖通空調部件和電動車熱管理部件的穩固全球市場領導地位之上。 該行預計於2025至2030年,三花的收入和淨利潤的年均複合增長率為19%。該行認為人形機械人是重要的長期技術趨勢,三花作為高可見度的執行器組裝商,有望在供應鏈中獲得關鍵角色,預測到2030年,該業務板塊將貢獻25%和18%的總收入和淨利潤。
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