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研報掘金丨申萬宏源:帝爾激光中標大額合同,維持“買入”評級

申萬宏源研究指出,帝爾激光(300776.SZ)中標大額合同,合同金額合計為12.29億元(不含税),佔公司2023年度經審計主營業務收入的76.36%。相關合同的履行將對公司的戰略發展、營業收入和淨利潤產生積極影響。考慮到公司針對不同的光伏電池工藝均有開展研發,在TOPCon、IBC、HJT、鈣鈦礦等工藝上,均有全新激光技術覆蓋,同時,公司積極研發高端消費電子、新型顯示等領域,未來有望獲得增量訂單,保障營收及利潤快速增長。維持買入評級。

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