DBS raises the target price of ROBOSENSE to 50 yuan, with second-quarter performance exceeding expectations

阿斯達克財經網
2025.08.27 07:49

星展研究報告指，速騰聚創 (02498.HK) 次季業績勝預期，毛利率達 28%，好過目標的 25%，主要受惠於 MX 系列量產及成本控制措施。另外，管理層態度轉趨樂觀，並重申 2025 年下半年實現盈虧平衡的目標。

該行認為 2026 年增長動力包括 EM 平台量產、比亞迪相關業務擴展、獲得新客户及機器人業務訂單。基於毛利率預測獲上調，將 2025 及 26 年度盈利預測分別上調 22% 及 16%；維持「買入」評級，目標價由 45 元上調至 50 元。

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