越疆首予跑赢行业评级,目标价61港元

中金公司
Aug 08, 2025

一、公司概况与行业地位越疆(02432)是一家成立于2015年的全球协作 机器人 创新企业,专注于四轴、六轴和复合协作机器人领域。根据灼识咨询的数据,2023年越疆在全球协作机器人市场中排名前二,市占率达到13%(按出货量计算)。2021-2024年间,公司营收复合增速达29%,展现出强劲的成长潜力。此外,公司客户群体包括超过80家全球500强企业,产品覆盖工业、商业及教育等多元化场景。二、...

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