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研報掘金丨信達證券:合康新能定增美的股比提升,光儲事業有望加速發展
格隆匯 06-25 10:31
格隆匯6月25日丨信達證券研報指出,合康新能(300048.SZ)日前發佈2023年度向特定對象發行A股股票預案。認為此次定增的資金有利於合康加強研發、產能、渠道等方面的投入。其中研發項目(電氣+光伏)投入超10億元,有利於公司豐富產品結構,構建配套產業鏈。同時,合康海外渠道建設和品牌營銷也有望明顯加速。除集團統採、研發協同外,認為本次募投的信息化建設或將幫助合康進一步貫徹美的在效率上的傳統優勢;若與合康協同推進“光伏+儲能+X”的一體化應用趨勢,或將有利於合康進一步擴大業務規模、提升整體競爭力。維持“買入”評級。
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