研報掘金丨天風證券:首予海力風電“買入”評級,目標價78.74元
天風證券研報指出,海力風電(301155.SZ)深耕海上風電零部件製造領域超15年,是國內領先的海上風電裝備供應商。海風在全球市場迎來中歐需求的共振,25 年或將開啓新一輪裝機景氣度。中國及歐洲海風迎來新一輪景氣週期,2025年國內海風開工明顯加速,公司海風產品價格及交付規模有望改善,帶動公司盈利能力回升,未來深遠海及出口貢獻新增長動力,預計公司2025-2027年歸母淨利潤分別爲8.6、11.0、13.1億元,PE 分別爲15.8、12.3、10.3倍。給予其2025年20倍PE,目標價78.74元,首次覆蓋給予“買入”評級。
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