A股異動 | 上機數控(603185.SH)續升7%再度破頂 訂單大爆發 月籤250億
格隆匯12月7日丨上機數控(603185.SH)續升6.7%,盤中再創新高價。11月中旬以來累計大漲65%。現報112.58元,暫成交5.48億元,總市值261.76億元。
短短一個月的時間,上機數控披露的重大合同金額250多億元。“明年我們單晶硅的產能是20GW左右,這些合同加起來不到20GW。”上機數控董祕莊柯傑表示,相關銷售合同累加後仍未滿產。
浙商證券指出,近1個月獲251億元大單,獨立第三方210大硅片龍頭受眾客户高度認可。10月以來,硅料價格持續下降,硅片價格仍保持堅挺,預計四季度公司業績、盈利能力有望超市場預期。給予2021年22倍PE,6-12月目標市值380億元。維持“買入”評級。

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