研报掘金丨开源证券：首予金固股份“买入”评级，向多元赛道新材料科技平台升级

Core Viewpoint - The company is transitioning from a wheel manufacturer to a diversified new materials technology platform, focusing on high-performance, low-cost products like the Avatar low-carbon wheels [1] Group 1: Business Transformation - The company is evolving from a "single product supplier" to a "new materials technology platform" through strategic transformation [1] - The integration of new materials with the core wheel manufacturing business is aimed at enhancing product performance and reducing costs [1] Group 2: Strategic Partnerships - The company has signed a strategic cooperation agreement with Ninebot Technology Co., Ltd. to expand into the two-wheeler wheel and frame market [1] - Collaborations have been established with companies like Zhiyuan Robotics, Luming Robotics, and Zhishen Technology to promote the application of new materials [1] Group 3: Market Expansion - The company is entering the emerging electric two-wheeler market, leveraging existing technological advantages for rapid market entry [1] - The establishment of Hangzhou Jingu Embodied Intelligent Technology Co., Ltd. aims to attract professional talent and drive the implementation of new materials like Avatar niobium micro-alloys [1]