研報掘金丨國泰海通:維持龍淨環保“增持”評級,目標價15.15元
國泰海通證券研報指出,龍淨環保(600388.SH)收購能源智能運維龍頭,搶佔能源運維無人化、智能化廣闊市場。此次收購有助於龍淨礦山智能化業務推進。1)龍淨有機會與吉泰共同推進AI 技術與環保裝備的深度融合,實現產品智能化升級和重構。2)龍淨正在依託紫金平台,打造智慧礦山應用場景,收購有助於公司開發礦山智能化裝備。公司綠電項目逐步投產,新能源轉型積極推進。公司作為紫金礦業新能源平台,儲能、綠電、礦卡業務迅速發展,驅動業績高增長,維持給予公司2025年15倍PE,維持目標價15.15元,維持“增持”評級。
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