金吾财讯 | 三花智控(02050)股价受压，截至发稿，跌9.37%，报29.42港元，成交额10.32亿港元。消息面上，花旗表示，基于市场对人形机械人及人工智能数据中心的乐观情绪升温，三花智控股价自去年11月底的低位反弹。不过，人形机械人及人工智能数据中心短期内对公司的收入贡献仍然较小，而制冷业务可能因去年以旧换新补贴提前挤压需求而面临增长压力，汽车零件业务亦可能受Tesla销量下行及内地新能源汽车销售增长放缓影响。该行认为三花智控目前的风险回报属中性；改变估值模型方法后，三花智控H股目标价由43港元降至35港元，三花智控A股目标价由40元升至52元人民币，评级均由“买入”下调至“中性”。
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