大行评级|小摩:电动工具行业正重新步入增长轨道 将创科实业列为首选股之一

中金财经
Jan 16

  摩根大通发表研报指,创科实业为该行2026年首选股份之一,维持“增持”评级,目标价为136港元,认为电动工具行业正重新步入增长轨道,推动因素包括供应链及库存调整正常化、利率周期更有利,以及公司自身的催化剂。针对创科实业,该行预期Milwaukee品牌收入增长将重新加速,因总市场规模(TAM)快速扩张。同时,在退出沃尔玛的HART品牌后,公司将重新聚焦消费业务,尤其是家得宝的Ryobi品牌。   

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