研报掘金丨民生证券：维持爱柯迪“推荐”评级，拟并购标的加速机器人领域布局

格隆汇01-06 16:45

民生证券研报指出，爱柯迪(600933.SH)拟并购微电机组件标的，扩充产品能力圈。通过本次收购，公司将整合卓尔博的技术资源、市场渠道及研发团队，拓展自身在机器人领域产品能力圈；同时，公司与卓尔博均属精密制造领域，产品特点均为小而精，公司有望持续发挥精益制造管理优势，赋能卓尔博，加速机器人领域布局。看好公司在传统产品领域市占率持续提升，中大型压铸件业务凭借精益管理能力及丰富在手订单加持，为公司打开...

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