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研報掘金丨華鑫證券:中國天楹重力儲能業務有望帶來較大業績彈性,維持“買入”評級
格隆匯 08-03 14:27
格隆匯8月3日丨華鑫證券研報指出,中國天楹(000035.SZ)重力儲能項目獲國家能源局認可,第二增長曲線有望發力。此次入選國家能源局綜合司第三批能源領域首台(套)重大技術裝備項目清單,彰顯出國家能源局對重力儲能技術路線和公司項目的認可,該示範項目投產後將會打消市場的疑慮,對促進公司框架訂單的進一步推動實施。該行看好公司環保業務訂單充足奠定業績穩增長基本盤,同時重力儲能業務有望帶來較大業績彈性。由於疫情影響示範項目的建設進度,小幅下調公司的盈利預測,預測公司2023-2025年淨利潤分別為5.05、7.75、10.41億元,EPS分別為0.20、0.31、0.41元,當前股價對應PE分別為28、18、14倍,由於重力儲能處於 0 到 1 階段,疊加國家能源局的認可,行業估值有望提升,因此維持公司“買入”評級。
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