研報掘金丨湘財證券:奧特維業績有望保持增長,維持“買入”評級
湘財證券研報指出,奧特維(688516.SH)獲得龍頭客户10GW以上訂單,有望支撐未來業績。2025年2月18日,據公司微信公眾號披露,公司憑藉其在0BB串焊設備上的先發技術優勢和服務能力,成功獲得某光伏龍頭批量HJT 0BB串焊機升級訂單,此次採用焊接+印膠的工藝,產能合計超10GW。雖然目前我國光伏行業仍面臨產能過剩局面,但在政策和行業自律驅動下落後產能去化速度逐漸加快。而公司作為光伏設備行業龍頭,仍有望通過推出0BB/BC 工藝等降本增效的新設備,以及對市場存量設備的改造升級而支撐光伏設備業務發展。疊加鋁線鍵合機、AOI設備等半導體封測設備業務以及海外光伏設備業務的高速增長,公司業績有望保持增長。維持公司“買入”評級。
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