You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨華泰證券:維持明陽智能“買入”評級,有望充分受益於全球海風高景氣
格隆匯 06-06 17:11

華泰證券研報指出,看好明陽智能(601615.SH)國內海風龍頭地位穩固,海外海風佈局領先,有望充分受益於全球海風高景氣,實現海風出貨高增,驅動盈利能力修復,維持“買入”評級。前期由於用海政策、航道等問題解決進度較慢,導致國內部分海風項目開工不及預期。目前限制性因素基本解決,廣東、江蘇等海風項目陸續開工,其中公司份額較高的青洲五七、帆石一已啟動風機打樁,或支撐全年出貨高增,預計公司25年海風出貨4GW,同比+135%。公司議價能力較強,供應鏈價格穩定,通過提高葉片自供比例、優化經營效率實現降本,盈利能力或持續提升。公司漂浮式風機技術儲備深厚,充分受益於國內深遠海發展,有望陸續實現訂單落地。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account