研報掘金丨申萬宏源:維持新泉股份“買入”評級,通過股權激勵實現共贏
申萬宏源研究指出,新泉股份(603179.SH)通過股權激勵實現共贏,全球化正在加速,維持“買入”評級。2020年後連續三次實施股權激勵,共享公司發展果實。公司2020年、2022年、2024年已經連續三次實施股權激勵,公司不斷實施股權激勵,也可見公司對於未來發展有極強的信心,通過股權激勵實現共贏。另外,公司全球化節奏超預期。公司未來可實現墨西哥、美國、斯洛伐克三地部署,有望覆蓋更多海外大客户。在北美佈局有望拓展新的產品序列,不僅僅在內飾主副儀表板、門板等產品上和北美大客户鏈接,可擴展到更多內飾產品線。
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