橫店東磁(002056.SZ):我們認為電池組件的盈利明年上半年總體不會有太大改善
格隆匯10月23日丨橫店東磁(002056.SZ)投資者關係活動記錄表顯示,我們認為電池組件的盈利明年上半年總體不會有太大改善,去庫存還需要時間,供需失衡使得整體價格水位可能會較低,常規品不會有太大溢價差異,差異化產品還是會有一定溢價,明年下半年可能有些盈利修復。基於公司專注於製造40餘年,對於精益製造和成本管控有自身的獨特優勢,疊加公司差異化競爭策略,磁材新能源雙輪驅動,我們認為公司綜合競爭力有一定優勢,從以往經營情況來看,公司的抗風險能力和盈利水平也會優於行業平均水平。
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