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研报掘金丨国金证券：拓普集团Q2业绩预告净利超预期，维持“增持”评级

Research Reports from Sinolink: Ningbo Tuopu Group's Q2 performance forecasted net profit exceeds expectations, maintaining a "shareholding" rating.

Gelonghui Finance ·  Jul 23 01:52

Sinolink's research report pointed out that Ningbo Tuopu Group (601689.SH) exceeded expectations in Q2 performance forecast net income and maintained a 'shareholding' rating. It is expected that the net income attributable to the parent company in the second quarter will be 0.807 billion yuan, a year-on-year increase of 25.31% and a month-on-month increase of 25.12%. The net income exceeded expectations mainly due to 1) the scale effect bringing cost reduction and efficiency improvement; 2) the synergy effect brought by platform enterprises; and 3) non-economic contribution of about 0.1 billion profits. It is expected that Tesla humanoid robots 24H2 will be released for fixed-point use, and as a leading company in rotating actuator and linear actuator technology, the company is expected to obtain orders and gradually open up growth space in the process of robot volume production. The bank is bullish on the company's Tier0.5 model, as well as the continuous contribution of empty suspension and thermal management to incremental growth, overseas Mexican production capacity landing to promote overseas expansion, and the second growth curve of robots is highly explosive.

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