研报掘金丨国盛证券：首予科博达“买入”评级，海外市场加速布局打开成长边界

格隆汇资讯2025-07-10

国盛证券研报指出，科博达为灯控细分赛道龙头，产品拓展能力强。覆盖大众集团、戴姆勒、宝马、福特、红旗、一汽集团、上汽大众及国内外新造车势力头部企业等数十家全球知名整车厂商。新产品新客户推动业绩高速增长，2024年实现营收60亿元，同增29%，归母净利润7.7亿元，同增27%。公司拓展域控、Efuse等新产品，开启第二增长曲线。Efuse产品获得吉利、理想、大众、奔驰等主机厂相关车型的项目定点，单车...

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