《大行》中金首予速騰聚創(02498.HK)「跑贏行業」評級 目標價47元
中金髮表研究報告指,首次覆蓋速騰聚創(02498.HK)並予以「跑贏行業」評級,目標價47元,認爲公司作爲全球領先激光雷達供應商,其全面高效技術佈局及持續客戶拓展可望帶動業績增長。
該行表示,內地的智能駕駛滲透率持續提升,激光雷達的需求增長,預計今年國內乘用車激光雷達出貨量可望達314萬個,按年增長超過一倍,並料在2028年可達逾1,000萬個,維持高速增長。
另外,該行認爲速騰聚創完善的產品矩陣以及深厚的技術累積,有助其佔據行業優勢地位。而公司今年進軍機械人市場,推出靈巧手、傳感器、網域制器等零件產品,有望進一步擴展業務能力。
該行預計速騰聚創今明兩年的每股盈利預測分別爲虧損0.48元人民幣(下同)及盈利0.18元;收入達20.85億及30.02億元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.