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研報掘金丨東吳證券:維持億緯鋰能“買入”評級,目標價73元
格隆匯 03-05 14:36
東吳證券研報指出,億緯鋰能(300014.SZ)爲最具潛力二線電池廠,四大賽道成長性十足。認爲其成功主要得益於:全路線佈局,發展較爲穩健,持續能力強,精準把握細分領域爆發;突破快善學習,高標準高要求,拿下多個大客戶定點,打出國際化品牌影響力;前瞻能力較強,戰略調整精準,重點押注大圓柱+大鐵鋰,打造與龍頭的差異化發展。公司三元軟包、三元方形、鐵鋰方形、大圓柱四大路線均有佈局,未來重點押注疊片鐵鋰+大圓柱路線,其中疊片鐵鋰已進入收穫期,大圓柱25年迎來規模放量。考慮公司大圓柱、大鐵鋰放量在即,給予26年20x,目標價73元,維持“買入”評級。
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