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研報掘金丨東吳證券:禾邁股份控股股東增持彰顯長期信心,維持“買入”評級
格隆匯 03-06 16:48
東吳證券研報指出,禾邁股份(688032.SH)控股股東杭開集團擬增持公司股份,增持金額不低於1.115 億元,不超過2.23億元。控股股東低位增持公司股份,也彰顯對於公司長期發展的信心。展望25年,我們認爲歐洲光儲裝機投資回收期仍然較好,疊加陽臺微儲等場景的拓展,預計全年出貨向好。公司在歐洲品牌渠道優勢顯著,可充分受益市場高溢價,疊加光儲協同發展,具備高成長性,維持“買入”評級。
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