Patrickomta
2023.05.31 03:54

【天风电新】拓普集团调整点评-0531

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【天风电新】拓普集团调整点评-0531

公司今日股价调整幅度较大，主要系大股东减持转债，迈科香港减持转债 500 万张，占比 20%，减持原因主要系资金需求，此前亦有一定预期。 

 回归基本面，短期看二季度业绩有望超市场预期，证伪降价传闻，中期看 Cybertruck 量产、MQ 甚至三期定点贡献收入与估值弹性，远期看机器人期权兑现。 

看好公司伴随大客户全球化，成为电车时代 tier1 的引领者，并具备成长为机器人零部件龙头的潜力，预计 23、24 年业绩分别为 25、32 亿元，对应当前 PE25、20 倍，维持重点推荐。

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