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研報掘金丨天風證券:上調德業股份“買入”評級,產品匹配亞非拉需求
格隆匯 01-09 14:43
天風證券研報指出,預計亞非拉市場的光伏、儲能需求存在持續增長的可能性,而供給層面認為德業股份(605117.SH)優勢不僅在於其過往在亞非拉市場的銷售渠道佈局,更重要的是對亞非拉户儲市場底層需求的挖掘能力(如低壓系統對應的經濟性和可擴展能力,以及弱電網背景下户儲系統的離網運行能力)。基於公司24年前三季度營業收入、歸母淨利潤,考慮後續亞非拉户用光儲需求向上的持續性、以及公司自身產品優勢,上調為“買入”評級。
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