研报掘金丨东方证券:维持岱美股份“买入”评级,布局机器人业务,培育新的增长点
Ge Long Hui A P P·2025-11-27 09:44

Core Viewpoint - Daimeiyuan Co., Ltd. is establishing a wholly-owned subsidiary, Shanghai Daimeiyuan Robotics Technology Co., Ltd., with an investment of 100 million yuan to develop its robotics business, indicating a strategic move into the robotics sector and a commitment to fostering new growth points [1] Company Development - The establishment of the robotics subsidiary marks the company's official entry into the robotics field, showcasing a significant investment scale that reflects its determination to grow in this area [1] - The company has long-term collaborations with overseas clients in the automotive sector and possesses mature production capacity overseas, which is expected to facilitate its entry into the robotics supply chain [1] Market Potential - The robotics business is anticipated to become a new growth point for the company, leveraging its existing overseas production advantages [1] - Comparable companies have an average PE valuation of 26 times for 2025, with a target price set at 10.66 yuan, maintaining a "buy" rating for the stock [1]