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.
研報掘金丨華源證券:首予中天科技“買入”評級,受益於國內外海風共振
格隆匯 06-20 14:06
華源證券研報指出,中天科技是我國技術領先的通信及電力設備供應商。公司早年業務以光通信為主,1999年進入海洋系統研發生產海底光纜。目前形成以海洋裝備、光通信、電力傳輸為主的業務結構。根據GWEC預測,到2028年歐洲海風新增裝機將突破10GW,到2030年新增裝機將突破20GW,成為世界第一大海風市場。歐洲海纜產能緊張為國內廠家創造機會,公司已積極佈局歐洲市場並實際獲取訂單。選取東方電纜(國內頭部海纜企業)、長飛光纖(國內頭部光通信企業)、亨通光電(國內頭部海纜及光通信企業)作為可比公司,三家公司2025—2027年平均PE分別為17倍、14倍、11倍,可比公司2025年平均PE高於中天科技22%,故首次覆蓋,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