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雷迪克(300652):誊展精密股权收购落地 人形机器人业务加速
Xin Lang Cai Jing·2025-06-13 06:37

Group 1 - The company has officially signed an acquisition agreement for Shenzhen Tongzhan Precision, acquiring 51% of the shares for 104 million yuan, marking an acceleration in its robotics business [1] - The acquisition is expected to leverage the company's 20 years of precision manufacturing capabilities, customer resources, and production advantages to promote the industrialization of the screw rod business [1] - The company forecasts net profits of 156 million, 194 million, and 237 million yuan for 2025-2027, with current price-to-earnings ratios of 62.4, 50.1, and 41.1 times, maintaining a "buy" rating [1] Group 2 - Tongzhan Precision, established in 2012, specializes in automation products and has a strong reputation and financial health, with 2024 revenue of 53.97 million yuan, a gross margin of 33.7%, and a net margin of 3.0% [2] - The screw rod business is crucial for humanoid robots, characterized by high barriers, high value, and technical convergence, with domestic manufacturers needing to overcome significant challenges [2] - The micro screw technology from Tongzhan Precision can be applied to core components of robotic hands, and the company's existing resources can be reused for the screw rod business, providing a solid foundation for technological breakthroughs and market expansion [3]