《大行》瑞银升速腾聚创(02498.HK)目标价至52.8元 订单增长及利润率提升展望乐观

阿斯达克财经
Sep 02

瑞银研究报告指,速腾聚创(02498.HK) 管理层对公司前景持乐观态度,其中公司近期获得比亚迪(01211.HK及吉利(00175.HK) 的重要订单,有望为ADAS激光雷达业务增长提供稳固支持。在机器人激光雷达业务方面,公司正加速渗透自动移动设备领域,并与MAMMOTION及九号公司紧密合作;集团目标于2026年毛利率达30%,长期毛利率目标为35%。
基于订单获取进展顺利,该行将2026至27年盈利预测上调4%,目标价由50元升至52.8元,维持“买入”评级。(ss/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-02 12:25。)

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