研报掘金丨华福证券:首予隆鑫通用“买入”评级,中长期出海竞争力突出

格隆汇
16 Jul

华福证券研报指出,隆鑫通用主要从事摩托车、摩托车发动机、全地形车、通用动力机械的生产和销售,在中国摩托车行业处于领先地位。公司加速多元化业务拓展,布局隆鑫Loncin品牌全地形车、茵未BICOSE品牌高端电摩业务,持续拓展新增长极。2024年12月,公司控股股东由隆鑫控股变更为宗申新智造,股权理顺。2024年隆鑫机车、宗申集团燃油摩托车销量位列国内第二、三名,后续有望业务整合,成为国内规模最大的摩托车企业,跻身世界前列。宝马代工为背书,品控能力行业领先,成功突破欧洲市场。公司当前估值低于可比公司调整后平均估值水平,自有品牌无极全球化布局卓有成效,国内外成功打造多个爆款车型,中长期出海竞争力突出,首次覆盖,给予“买入”评级。

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