大行评级|瑞银:首予速腾聚创“买入”评级及目标价47.8港元

格隆汇
Aug 20

瑞银发表研报,首予速腾聚创“买入”评级,目标价为47.8港元。该行指出,随着比亚迪和吉利汽车等代工生产(OEM)客户更愿意采用光学雷达,对速腾聚创的先进驾驶辅助系统(ADAS)激光雷达业务的长期前景持乐观态度。此外,该公司正在加强在机械人激光雷达领域的布局,相信或成为其新的增长驱动力。该行预计速腾聚创将在明年扭亏为盈,并在2026至30年间达到66%的净利润年复合增长率,胜于市场预期。该行相信,市场或低估了传统国内OEM推动智能化和进入机械人领域的增长潜力。

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