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A股異動 | 金盤科技大跌超10% 新能源短期拖累業績 券商下調其盈測
格隆匯 08-12 14:57
金盤科技(688676.SH)現跌超10%,低見35.63元刷新階段低位,總市值168億元。國信證券研報指,受國內新能源需求增速放緩和行業競爭加劇影響,上半年公司業績實現小幅增長。2024年上半年公司實現營收29.16億元,同比+0.79%,實現歸母淨利潤2.22億元,同比+16.43%。二季度業績呈現較強韌性,收入結構和銅價短期拖累毛利率。該行考慮到國內新能源裝機增速下降、行業競爭加劇和海外項目交付節奏,下調盈利預測。維持“優大於市”評級。

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