Autel(688208) 新浪财经·2025-04-18 12:36Core Viewpoint - LAZ Parking has appointed Daotong Technology as the exclusive supplier of charging stations, signing an initial order worth 238 million yuan, which expands the company's business in the U.S. and demonstrates resilience against tariff policies [1] Investment Highlights - The company maintains a "Buy" rating with a target price of 47.06 yuan, benefiting from significant orders in the U.S. despite tariff impacts, and expanding its presence in North America [2] - The partnership with LAZ Parking aims to provide high-quality charging solutions to meet the growing demand for electric vehicle charging in North America, aligning with industry trends [2] - The North American commercial parking market has over 7 million parking lots, with a projected demand for nearly 1.8 million charging stations, indicating a market size of 60 billion yuan [3] Market Confidence - The company has successfully secured large orders despite tariff challenges, enhancing market confidence in its operational resilience [3] - Following a reduction in tariffs on products from Vietnam, the company plans to increase prices of its digital energy products by 7%-10% to cover existing tariff burdens, yet continues to receive substantial orders [3]