研報掘金丨國泰君安:維持龍淨環保“增持”評級,目標價16.65元
國泰君安研報指出,龍淨環保(600388.SH)收購湖南創遠15.87%股權,進一步完善公司在新能源礦山裝備業務的產業佈局,維持目標價16.65元,維持“增持”評級。本次交易完成後,龍淨聯暉將直接持有湖南創遠15.87%的股權。公司控股股東紫金礦業所控制的紫地投資現持有湖南創遠7.69%的股權。湖南創遠2023年度及2024年1-8月分別實現淨利潤2366、471萬元。另外,公司新能源轉型積極推進,沿着紫金的資本開支和成本支出方向發展。儲能業務方面:儲能電芯第一條生產線產能逐步爬升,良品率穩步提升。儲能PACK 及系統集成業務同步拓展國內外市場,加快大容量電芯儲能系統技術開發,取得積極進展。
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