Guohai Securities: Maintains Desay SV "Buy" rating, long-term layout for intelligent driving robots
I'm LongbridgeAI, I can summarize articles.Guohai Securities maintains a "Buy" rating on Desay SV, despite revenue and net profit pressures in Q1 2026. The company's revenue is approximately 6.495 billion yuan, a year-on-year decrease of 4.37% and a quarter-on-quarter decrease of 36.45%; the net profit attributable to the parent company is approximately 461 million yuan, a year-on-year decrease of 20.74% and a quarter-on-quarter decrease of 30.69%. Desay SV is actively optimizing its customer structure, expanding overseas markets, and developing new tracks such as unmanned logistics, and is expected to achieve commercial breakthroughs
Guohai Securities research report points out that Desay SV's revenue and profit will be under pressure in Q1 2026, while the autonomous driving robot (core stock) has a long-term layout. In Q1 2026, the company achieved revenue of approximately 6.495 billion yuan, a year-on-year decrease of 4.37% and a quarter-on-quarter decrease of 36.45%; the net profit attributable to the parent company was approximately 461 million yuan, a year-on-year decrease of 20.74% and a quarter-on-quarter decrease of 30.69%. The company's core business is deepening and emerging tracks are accelerating, with an application for a Hong Kong IPO submitted. The firm believes that as a core supporting enterprise for automotive intelligence, the company is actively optimizing its customer structure, maintaining high-level investment in R&D, expanding overseas markets, and developing high-potential new tracks such as unmanned logistics and embodied intelligence, which will lead to commercial breakthroughs, maintaining the company's "Buy" rating.
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