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A股異動 | 銀輪股份漲超4% 公司與寧德時代簽戰略合作獲券商看好
格隆匯11月28日丨銀輪股份(002126.SZ)漲4.4%,報13.64元,總市值108億。公司25日公吿稱,與寧德時代簽訂戰略合作協議,打造電池冷卻板、銅鋁巴、鋁壓鑄件、CTC集成模塊、儲能櫃冷卻系統等全生命週期合作模式。東方證券指,與寧德時代形成戰略合作,助力新能源熱管理業務持續拓展。預測2022-2024年EPS0.46、0.69、0.95元(原0.46、0.67、0.92元),按22年進行估值,可比公司為汽車熱交換器及新能源車產業鏈相關公司,可比公司22年PE平均估值39倍,目標價17.94元,維持買入評級。

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