华泰金融(HK):给予优必选(09880.HK)“买入”评级 目标价131.42港元

2024-10-22 16:02:09 来源: 同花顺金融研究中心

  华泰金融(HK)10月21日发布公告。A humanoid robotics leader in China, Ubtech has covered such industries as AI education, smart logistics, smart wellness and elderly care, and commercial services. We expect revenue for 2024/2025/2026 to be RMB1.68/2.39/3.50bn. Considering the substantial R&D investments required for humanoid robotics, and as profits have yet to be generated in the absence of mass production, we use a PS valuation. As Ubtech is the first domestic humanoid robotics stock and has worked with numerous automakers to explore the monetization of humanoid robots, we value the stock at 30x 2024E PS, at par with its peers’average on Wind consensus. Our target price is HKD131.42. Initiate at BUY.

关注同花顺财经(ths518),获取更多机会

0

+1
  • 四川长虹
  • 国民技术
  • 新晨科技
  • 欧菲光
  • 拓维信息
  • 力源信息
  • 亚光科技
  • 海能达
  • 代码|股票名称 最新 涨跌幅