中金：首予万向钱潮“跑赢行业”评级目标价23元

和讯网03-04

中金公司（601995）研报指出，轴承、底盘市场持续扩容，万向钱潮（000559）头部地位突出。在以万向节等为代表的核心产品中，公司国内份额或超55%，长期有望向智能底盘方案提供商升级，强者愈强。海外优质资产有望注入，引领价值重估。人形机器人、线控底盘等新业务有望迎来突破。看好公司后续轴承与底盘两主业稳健成长，重组有望落地、机器人等新业务迎来突破的广阔前景。现价对应26年55倍P/E，首次覆盖给予...

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中金：首予万向钱潮“跑赢行业”评级 目标价23元

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中金：首予万向钱潮“跑赢行业”评级目标价23元