东方证券研报指出，领益智造全方位布局机器人产业，目标成为全球领先具身智能硬件制造企业。公司近期举办机器人战略发布会，未来公司将通过核心零部件研发、全方位硬件服务及完备的工业应用场景开发，打造机器人产业从零部件/材料-模组-整机-应用场景落地的产业链闭环，致力于成为全球TOP3的具身智能硬件制造商。在手机、PC等终端场景里，公司主要聚焦定位上游精密零组件及模组供应商，而在未来机器人产业，公司将不再仅作为零部件供应商，有望凭借四大先发优势成为整体硬件制造及ODM的领军者，提供一站式的硬件服务和多模态场景解决方案。根据可比公司25年32倍PE估值，对应目标价11.52元，维持“买入”评级。
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