越疆:深耕人机协作 探索具身智能

中金公司
Aug 06

投资亮点首次覆盖越疆(02432)给予跑赢行业评级,目标价61.00 港元。越疆深耕协作机器人,并在新品类延展。我们基于中期P/S 估值法,理由如下:全球协作机器人创新者,成长潜力突出。越疆2015 年成立,2021-2024年营收复合增速29%。公司主营涵盖四轴、六轴、复合协作机器人,已有超过80 家全球500 强客户。根据灼识咨询,2023 年越疆在全球协作机器人行业中排名前二(市占率13%,...

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