华福证券研报指出，科达利锂电结构件龙头，二次创业机器人赛道。公司主营业务为锂电池结构件和汽车结构件。其中，锂电池结构件为核心业务，营收占比基本维持95%左右。2025年4月，子公司科盟正式发布七款机器人核心传动技术新品，涵盖轻量化、结构紧凑、扭矩/重量比、高精度&高负载稳定性四大技术方向，未来产品送样定点进展值得期待。公司深耕精密结构件行业近30年，具备强大的研发能力和深厚的商务基础，未来有望通过海外基地进一步扩大市场份额，中期具备谐波减速器、关节模组等相关人形机器人核心部件的高成长性业务，有望额外提供估值弹性，首次覆盖，给予“买入”评级。
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