Group 1 - The core viewpoint emphasizes that overseas expansion has become a "mandatory track" for companies, with institutions noting that overseas net profit margins are significantly better than domestic ones. Seven leading companies' global layout paths have been revealed [1] - Traditional main business has shown a steady growth with a four-year CAGR of 11%, while the chip business has experienced a remarkable growth rate of 66.6%. The company holds nearly 3 billion in cash (1 billion in existing funds + 1.86 billion from a private placement) to further invest in the chip and exoskeleton robot sectors [1] - The company is evaluated at a 64 times price-to-earnings ratio, raising questions about whether this valuation is considered expensive [1]
【研选行业+公司】出海已成“必选赛道”!7家龙头全球布局路径曝光
第一财经·2025-11-22 11:39