富瑞:中国汽车零部件商加速布局机器人及AI 禾赛-W(02525.HK)、敏实集团(00425.HK)及三花智控(02050.HK)最受惠

智通财经
Sep 15
【富瑞:中国汽车零部件商加速布局机器人及AI 禾赛-W(02525.HK)、敏实集团(00425.HK)及三花智控(02050.HK)最受惠】智通财经APP获悉,富瑞发布研报称,中国汽车市场仍处于下行周期,新能源车渗透率已达65%。该行审视24家汽车零部件公司中期报告后发现,管理层讨论中非汽车业务(包括人形机器人及人工智能相关机遇)占比,由2023年上半年的13%升至2026年上半年的32%;该行参与的第二季度业绩电话会议中,约36%问答围绕新兴业务。该行认为,投资者应聚焦具备可转移工程能力及已验证产品组合的供应商,其中禾赛-W(02525.HK)、敏实集团(00425.HK)及三花智控(02050.HK)最为受惠。

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