浙商证券研报指出,巨星科技获得欧洲大型零售集团H公司为期三年的电动工具独家供应订单。预计订单年采购金额不低于1500 万美元,超过公司2024年电动工具收入的5%。计划于2025年下半年启动交付。因首年仅执行半年销售,2025年相关收入预计不超过1000万美元。工具行业景气度有望随美联储进入降息周期后持续上行,叠加三电技术普及推动消费级电动工具需求加速扩张,行业增长动能强劲。巨星科技近年深耕锂电电动工具领域,通过大规模技术创新夯实产品竞争力,连续斩获国际大客户订单,电动工具板块的长期发展潜力与收入弹性显著。维持“买入”评级。
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