《大行報告》大和上調力勁科技(00558.HK)目標價至30元 評級「買入」
大和發表報告指,曾與力勁科技(00558.HK)的管理層會面,更新集團的經營及未來業務計劃。集團現時來自Tesla(TSLA.US)的大型車身壓鑄機「Giga Press」訂單約3億元,其中1億元的訂單將於今年底交付。而根據早前的報告,Tesla的德州廠房收到來自力勁旗下IDRA的出貨,可能包括用於電動貨車車款「Cybertruck」的8,000噸「Giga Press」壓鑄機。
該行引述力勁提到Tesla計劃在今年底前小批量交付「Cybertruck」,根據實際需求,Tesla或會從IDRA訂購更大的9,000噸「Giga Press」壓鑄機。
該行相信隨著更多大型壓鑄機的交付,力勁科技的盈利能力有望改善,將集團股份目標價由26元升至30元,重申「買入」評級,並調升其2022至2023財年盈利預測14%至17%。
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