研報掘金丨平安證券:首予上能電氣“推薦”評級,業績增速有望超過行業均值
平安證券研報指出,上能電氣(300827.SZ)大功率段光儲逆變器市場地位突出,光伏逆變器方面,2023年公司光伏逆變器全球出貨量排名第四,連續十一年保持全球前十;儲能PCS 方面,2023年,公司在中國企業國內儲能第三方大功率PCS 215kW 以上出貨量排名第一,光伏和儲能逆變器實力優良。認為公司第三方大儲PCS的商業模式具有獨特優勢,且產品實力強勁;公司佈局的印度、中東市場光儲需求有望快速增長,公司實力強勁,業績增速有望超過行業均值,未來成長潛力大。首次覆蓋,給予“推薦”評級。
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