开源证券:维持赛力斯“买入”评级,新车持续放量,全球化发展加速

Core Viewpoint - The collaboration between Seres' Seres Phoenix and Volcano Engine focuses on embodied intelligence, aiming to enhance the automotive industry's digital transformation and create a new model that integrates technology and application scenarios [1] Group 1: Partnership Details - Seres Phoenix and Volcano Engine have signed a cooperation agreement to work on intelligent robot decision-making, control, and human-machine enhancement technologies [1] - The partnership aims to establish a closed-loop mechanism for "technology research and development - scenario validation" [1] Group 2: Industry Focus - The collaboration targets the digital upgrade needs of the automotive industry, providing comprehensive empowerment through a "technology + scenario" integration model [1] - Volcano Engine will supply intelligent algorithms and computing power to support the initiative [1] Group 3: Financial Outlook - The agreement is not expected to have a significant impact on the company's financial status and operating results for 2025 [1] - The company maintains its profit forecasts for 2025-2027, estimating net profits of 10.31 billion, 13.83 billion, and 16.91 billion yuan respectively, with corresponding PE ratios of 25.4, 18.9, and 15.5 times [1]