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Shenzhen Topband Co., Ltd. (SZSE:002139) Stock Catapults 25% Though Its Price And Business Still Lag The Market
Topbon Co., Ltd.: 2024 Annual Results Report
Research Reports highlight | HAITONG SEC: Assigns Shenzhen Topband a "Buy" rating, Target Price 14.60-18.25 yuan.
The HAITONG SEC research report points out that Shenzhen Topband (002139.SZ) has improved its profitability, creating the third and fourth growth curves in the New energy Fund and Siasun Robot&Automation sectors. Based on comparable company valuations, a PE of 20-25X is given for the company in 2025, with a reasonable value range of 14.60-18.25 yuan, and a "better than market" rating is assigned. The company has a total of 13 production bases and R&D centers Global. The construction project of the operation center in East China (with an annual production capacity of 45 million smart controllers) has been put into production, and the capacity is ramping up, with some capacity being transferred to overseas bases in Vietnam, Mexico, etc.; the first phase of the Nantong Industrial Park is the first.
Citi has given JOhnson Elec H (00179) a "Buy" rating, raising the Target Price to 19 HKD.
However, as the new Business develops, the earnings per share forecast for the 2026 to 2027 financial year has been raised by 1% to 2%.
Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.
The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.
Shenzhen Topband (002139.SZ): The company's Hollow Cup Motor technology is in the leading tier domestically.
On February 14, Gelonghui reported that Shenzhen Topband (002139.SZ) stated on the investor interaction platform that the company's Hollow Cup Motor technology is among the top tier in the country, with products characterized by fast response, high power density, and overall good stability. These products are widely used in the fields of Intelligent Manufacturing and Medical health. With the rapid development of AI and Siasun Robot&Automation technology, the company's products have broad market prospects. The company will further enhance its technical level and market competitiveness to better meet market demand and achieve sustainable development.
Cautious Investors Not Rewarding Shenzhen Topband Co., Ltd.'s (SZSE:002139) Performance Completely
