里昂重申对壁仞科技的积极看法，上调目标价至67.4港元

Deep News05-15

里昂发布研究报告，表达了对BIREN TECH (06082) 产品线及其强大交付能力的信心。该机构指出，中国的算力短缺状况预计将至少持续至2027年。在此背景下，BIREN TECH 有望受益于市场供需失衡以及本土化趋势，并凭借其卓越的交付能力取得优势。因此，里昂将其目标价从46.3港元上调至67.4港元，并维持“跑赢大市”的评级。

报告指出，BIREN TECH 的首代产品BR10X已在政府主导的应用场景中实现规模化部署。其下一代产品BR20X系列预计将于2026年第三季度完成流片，目标客户为一线超大规模数据中心运营商。新一代产品预计将具备更高的计算密度、更大的内存容量与带宽以及更强的互联能力。公司的长期目标是在中国人工智能芯片市场占据10%的份额。

基于对国内人工智能需求更加强劲以及BR20X产品出货加速的预期，里昂将BIREN TECH 2026及2027财年的收入预测分别上调了10%和32%。同时，将估值基准调整为更高的28倍2026/27年平均预测市销率（此前为25倍），从而得出上调后的目标价。

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