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研報掘金丨長江證券:維持明陽智能“買入”評級,24年海風裝機有望接近翻倍高增至10GW

長江證券研報指出,明陽智能(601615.SH)24Q1歸屬淨利3億元,同比扭虧。展望後續,認為2024年海風裝機有望接近翻倍高增至10GW,公司有望實現產品結構升級。公司持續出售電站資產,有望貢獻業績增量。同時,公司積極推進產業鏈協同降本,有望提振陸風項目毛利,進而帶動2024年盈利修復。預計公司2024年實現歸母淨利潤約23億元,對應PE約10倍。維持“買入”評級。

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