研报掘金丨华福证券：科达利二次创业机器人赛道，首予“买入”评级

格隆汇2025-08-12

华福证券研报指出，科达利锂电结构件龙头，二次创业机器人赛道。公司主营业务为锂电池结构件和汽车结构件。其中，锂电池结构件为核心业务，营收占比基本维持95%左右。2025年4月，子公司科盟正式发布七款机器人核心传动技术新品，涵盖轻量化、结构紧凑、扭矩/重量比、高精度&高负载稳定性四大技术方向，未来产品送样定点进展值得期待。公司深耕精密结构件行业近30年，具备强大的研发能力和深厚的商务基础，未来有望通过...

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