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.
研報掘金丨國金證券:首予大金重工“買入”評級,目標價40.85元
格隆匯 06-19 17:21

國金證券研報指出,25年1-5月大金重工連續中標2個共計約20億元的歐洲海風單樁訂單,認為後續的歐洲單樁中標規模將構成驅動公司股價向上的重要催化。通過對歐洲各國海風項目當前推進進度及併網時間節點逐個進行統計梳理,我們預計今年歐洲基礎市場落地訂單規模有望同比翻倍增長,在保守/中性/樂觀(20%/25%/30%)的市佔率假設下,測算公司今年歐洲單樁中標規模可達29-44萬噸,從而進一步提升公司27年後業績增長的持續性與確定性。有望驅動業績與估值的雙擊,給予26年20xPE,目標價40.85元,首次覆蓋,給予“買入”評級。

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