金吾财讯 | 兴业证券研报指，蓝思科技(06613)是全球精密制造平台化龙头，以消费电子业务为基石，以智能汽车、AI眼镜、人形机器人等业务为多元增长点。公司科技创新能力卓越，引领材料与技术变革；垂直整合产业链，智能制造能力突出；掌握龙头客户资源，受益于苹果、特斯拉、Meta等行业巨头订单释放。公司战略布局人形机器人核心部件及整机组装业务，拓展长期空间。该机构看好公司业绩释放，预计其2025-2027年归母净利润分别为50.02、67.31、82.30亿元（人民币，下同），分别同比+38.0%、+34.6%、+22.3%；截至2025年11月4日收盘，公司港股股价对应2025-2027年PE分别为23.2x、17.7x、14.5x。同时，该机构战略看多公司人形机器人业务布局及长期投资价值，首次覆盖给予公司“买入”评级，建议投资者关注。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.