研報掘金丨東吳證券:維持林洋能源“買入”評級,新能源業務穩定增長
東吳證券研報指出,林洋能源海外佈局並進,三大業務穩健擴張。公司24年歸母淨利潤7.5億元,同-27%,毛利率29.5%;24Q4/25Q1歸母淨利潤分別為-1.6/1.2億元,同-187%/-43.3%。智能電錶穩定發展,深耕海外本地佈局;電站業務穩步推進,智能化運維規模持續擴大。此外,公司儲能交付規模穩健提升,毛利率高於行業均值。考慮公司智能電錶及儲能業務海外市場持續拓展,以及新能源業務穩定增長,維持“買入”評級。
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