小摩:升速腾聚创(02498.HK)评级至“增持” 目标价上调至53港元

智通财经
Sep 11
【小摩:升速腾聚创(02498.HK)评级至“增持” 目标价上调至53港元】智通财经APP获悉,摩根大通发布研报称,将速腾聚创(02498.HK)投资评级由“中性”升至“增持”,目标价由28.6港元大升至53港元,相当于未来一年预测市销率5倍。除了中国新能源汽车中ADAS及LiDAR加快采用外,小摩注意到包括机器人割草机、无人驾驶出租车和物流机器人在内的各种机器人应用对LiDAR的强劲需求。基于其数字化LiDAR平台,速腾聚创在ADAS和机器人领域均获得了增量设计订单,并提高了利润率,预计这将推动出货量加速增长,并在2026年实现正净利润。同时,小摩认为,鉴于更广泛的LiDAR应用前景和未来更多上行空间,速腾聚创值得估值重估。

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