多家券商積極給予報價,公司行業競爭力暫無人撼動!
該股票於2019年12月11日在“格隆匯APP”--底部“會員”--“研報掘金”板塊覆蓋。
總市值:118億元(2019.12.11) 增長至 162.98億元!(2020.1.8)
股票漲跌幅上漲了42個點!發展十分迅猛!有圖有真相!

(數據來源:WIND)


以下為當時部分研報內容:
券商目標價:安信證券(39.60)國信證券(52.06)廣發證券(40.05)海通證券(39.90)華泰證券(41.16)國金證券(38.30)東北證券(38.70)
關注邏輯:
①公司研發技術及生產能力覆蓋電池片前中端生產所有的核心設備,對源頭設備端具有相當大的核心競爭力。在國內僅只有該家公司擁有整套前中端設備生產線的供應商。(核心優勢)
②大客户粘性十足。公司長期與核心客户晶科、天合、阿特斯、通威、隆基等一線全球電池及組件商保持密切商業往來。
③公司從上市開始銷售毛利率在30%以上。銷售毛利率領先行業平均水平,公司具備一定行業地位以及話語權。
2)公司介紹
公司是一家高速發展的光伏設備及綠色能源產業專用設備製造商,2007年創立於深圳市寶安區,並於2010年與深圳市捷佳創精密設備有限公司成功實現業務整合,產品涵蓋原生多晶硅料生產設備、硅片加工設備、晶體硅電池生產設備等;公司系國內領先的晶體硅太陽能電池生產設備製造商,主營PECVD設備、擴散爐、制絨設備、刻蝕設備、清洗設備、自動化配套設備等太陽能電池片生產工藝流程中的主要設備的研發、製造和銷售。
3)公司第三季度報告簡評

公司三季度業績公告稱,前三季度淨利潤3.41億元,同比增長30.47%;營業收入18.04億元,同比增長64.34%;基本每股收益1.07元,同比增長1.90%。
4)公司歷年業績表現圖


想要查看更多文章內容,歡迎加入格隆匯會員大家庭,我們在格隆匯APP—會員專區—研報掘金板塊等你來!
格隆匯會員專欄由資本市場中的豐富經驗的研究員精心打造,重點覆蓋A股、美股、港股三大市場,深度挖掘醫藥醫療保健行業、新能源汽車產業鏈、半導體行業、人工智能產業鏈、愛奇藝、嗶哩嗶哩等精神文化娛樂產業鏈中的中長期投資價值。
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