《大行》大和首予越疆(02432.HK)「買入」評級 目標價65.5元
大和發表研究報告,首予越疆(02432.HK)「買入」評級及目標價65.5元,相信公司將成為具競爭力的人形機械人企業,利用其在協作機械人(cobot)市場的領導地位,在同行中取得競爭優勢,從而帶來長期的收入上升。
報告指出,根據越疆管理層指引,一旦公司收入增至1億美元,便可實現盈虧平衡。該行預計,公司受惠於協作機械人銷售量上升和穩定的毛利率,在2026年的淨虧損將收窄至約1,000萬元人民幣,料公司屆時將接近盈虧平衡。
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