A股異動丨上機數控(603185.SH)漲停 簽訂40.6億元單晶硅片銷售合同
格隆匯1月21日丨上機數控(603185.SH)高開拉昇至漲停,現報160.58元,總市值405億元。上機數控20日公吿,公司下屬全資子公司弘元新材與浙江正泰等簽訂“單晶硅片”的銷售簽訂合同。按照PVIfoLik當前市場均價,預計總銷售金額約40.59億元(含税)。此前之前公司與天合光能、東方日升、阿特斯先後簽訂251億銷售合同。公司未來幾年在手訂單合計金額已達292億元。浙商證券指出,考慮公司光伏210大硅片戰略地位和高成長性,給予公司2021年30倍PE,上調6-12月目標市值至600億元。維持“買入”評級。

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