瑞银:升速腾聚创(02498.HK)目标价至52.8港元 订单增长及利润率提升展望乐观

智通财经
Sep 02
【瑞银:升速腾聚创(02498.HK)目标价至52.8港元 订单增长及利润率提升展望乐观】智通财经APP获悉,瑞银发布研报称,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控股(01211.HK)及吉利汽车(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港元升至52.8港元,维持“买入”评级。

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