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研报掘金丨麦高证券:维持爱柯迪“买入”评级,目标价28.91元
Ge Long Hui· 2025-10-11 06:30
Core Viewpoint - The acquisition of Zhuoerbo by Aikedi is expected to enhance the company's profitability and expand its operational capabilities in the automotive and robotics sectors [1] Group 1: Acquisition Details - Aikedi has completed the acquisition of Zhuoerbo, holding 71% of its shares, making Zhuoerbo a subsidiary [1] - Zhuoerbo specializes in micro and special motor components, which is anticipated to contribute significantly to Aikedi's net profit [1] Group 2: Financial Projections - Zhuoerbo has committed to achieving net profits of no less than 141.5 million, 156.9 million, and 174.1 million yuan for the years 2025 to 2027, respectively [1] - This acquisition is expected to enhance Aikedi's net profit by over 100 million yuan [1] Group 3: Synergy and Growth Potential - The collaboration between Aikedi and Zhuoerbo is expected to create synergies in technology and market development, particularly in the "automotive + robotics" business [1] - Aikedi's overseas capacity expansion is on the verge of ramping up, with the second phase of the Mexico plant entering production and the Malaysia recycling plant set to commence production soon [1] - The construction of an aluminum casting plant has also started, laying a crucial foundation for future performance growth [1] Group 4: Stock Rating - The six-month target price for Aikedi's A-shares is set at 28.91 yuan, maintaining a "buy" rating [1]
以数据见证专业:QYResearch 2025年8月权威引用案例精选
QYResearch· 2025-08-29 23:04
Group 1 - The global game console accessories market is projected to reach $16.49 billion in 2024 and $34.24 billion by 2031, with a compound annual growth rate (CAGR) of 11.2% from 2025 to 2031 [4] - The flexible tactile sensor market is expected to grow from approximately $1.53 billion in 2022 to $5.32 billion by 2029, with a CAGR of 17.9% [7][28] - The IoT smart terminal market for two-wheeled vehicles is forecasted to reach $19.75 billion by 2031, with a CAGR of 16.3% from 2025 to 2031 [11] Group 2 - The Southeast Asian metal packaging market for food and beverages is anticipated to reach $5.75 billion by 2029, providing significant growth opportunities for companies in the region [13] - The global electric scooter market is projected to reach $2.37 billion in 2024 and $5.685 billion by 2031, with a CAGR of 13.5% from 2025 to 2031 [16] - The automotive micro-motor market is expected to reach $20.4 billion by 2031, driven by the increasing use of micro-motors in high-end electric vehicles [18] Group 3 - The global SiC power module market is estimated to reach $65.71 billion by 2030, with a CAGR of 24.1% from 2024 to 2030 [20] - The edge AI chip market is projected to grow from $3.246 billion in 2024 to $9.342 billion by 2031, with a CAGR of 16.5% [22] - The quartz crystal component market is dominated by the top ten manufacturers, holding a combined market share of 66.4%, with the company ranking ninth globally at 3.08% [24] Group 4 - The global robotic multi-finger dexterous hand market is expected to exceed $5 billion by 2030, with a CAGR of 64.6% from 2024 to 2030 [51] - The global high-pressure cleaning machine market is projected to reach $4.42 billion by 2031, with a CAGR of 4.7% from 2025 to 2031 [53] - The global FMM market is expected to grow from $365 million in 2024 to $952 million by 2031, indicating a shift in industry dynamics [56]