东方证券研报指出，主要客户及车型放量带动下，博俊科技2季度业绩超市场预期。虽然2季度公司主要客户理想汽车销量同比增速有所放缓，但公司其他主要客户及配套车型销量表现较好，2季度吉利销量同比增长59.5%，赛力斯销量同环比分别增长8.7%、137.3%，4月上市的问界M8累计销量超3.5万辆，2季度小鹏MONAM03销量超3.8万辆，在主要客户及配套车型超预期放量带动下，公司2季度业绩好于预期。公司规模效应持续释放，预计2季度行业价格战对公司毛利率、净利率等影响较小。并且预计多款重点新车上市将促进公司下半年业绩继续向好；预计优质的客户资源及业务规模的持续扩张将为公司盈利能力提供保障。维持可比公司2025年PE平均估值17倍，目标价33.66元，维持“买入”评级。
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