$JOHNSON ELEC H(00179)$ 看好德昌电机

$JOHNSON ELEC H(00179)$ 看好德昌电机（0179.HK），核心逻辑在于三重优势的叠加。其汽车微电机业务稳居全球领先地位，新能源汽车单车配套价值较燃油车提升约50%，筑牢业绩基本盘。公司凭借电机、粉末冶金技术及产能布局，切入人形机器人关节模组赛道，同时推出DCP系列液冷泵产品卡位AI数据中心高散热需求，开辟双高增长新曲线。当前估值显著低于A 股及全球同业，伴随新业务放量，估值提升潜力明确，长期成长路径清晰。

00179

01-07 14:55

HKJOHNSON ELEC H

Side	Price \| Filled	Realized P&L
Buy Open	29.28 2,000	+1.85% Holding

JOHNSON ELEC H

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Comments

vippy
01-07 15:34
vippy
机器人赛道潜力炸裂，买入点超值！

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