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研報掘金丨華西證券:陽光電源中期盈利能力顯著抬升,維持“增持”評級
華西證券研報指出,光儲助推業績高速成長,陽光電源(300274.SZ)上半年盈利能力顯著抬升。受益於全球新能源市場快速增長,公司加大研發創新,推動市場、產品全覆蓋,進一步夯實市場領先地位,帶動營收利潤高速增長。考慮公司在行業中的龍頭地位和行業增長帶來的空間, 同時考慮公司精細化管理能力有望持續鞏固其高盈利水平,以23年8月25日收盤價98.18元/股計算,當前股價對應PE為17/13/11倍,維持“增持”評級。
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