大和发表研究报告,首予越疆(02432.HK) “买入”评级及目标价65.5元,相信公司将成为具竞争力的人形机器人企业,利用其在协作机器人(cobot)市场的领导地位,在同行中取得竞争优势,从而带来长期的收入上升。
报告指出,根据越疆管理层指引,一旦公司收入增至1亿美元,便可实现盈亏平衡。该行预计,公司受惠于协作机器人销售量上升和稳定的毛利率,在2026年的净亏损将收窄至约1,000万元人民币,料公司届时将接近盈亏平衡。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-22 16:25。)
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