研報掘金丨招商證券:德業股份注重海外市場開拓,盈利模式比較暢通且廣泛
招商證券研報指出,德業股份(605117.SH)注重海外市場開拓,其逆變器下游渠道分佈在巴基斯坦、德國、巴西、印度、南非等國家。未來隨着下游需求的持續改善,逆變器業務有望維持高景氣度。公司儲能電池包銷售渠道與逆變器渠道深度整合,搭配逆變器同時銷售,可做户儲/工商儲配套。公司儲能電池包主要銷往德國、南非等地。除了户儲外,工商業儲能也是用户側儲能的典型應用之一,盈利模式比較暢通且廣泛。未來,隨着各國政策支持力度加強,工商業儲能需求潛力較大,有望給公司帶來新的業務增長點。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.