研報掘金丨華福證券:首予盛弘股份“買入”評級,業績持續高速增長
華福證券研報指出,盛弘股份為電力電子領軍企業,電能質量、儲能、充電樁協同並進。公司成立於2007年,以APF生產研發起家,後擴展至電能質量、電動汽車充電樁、儲能微網、電池化成與檢測四大支柱業務全面發展,公司2024年四塊業務佔主營收入比例分別為20%/40%/28%/10%。2024年實現歸母淨利潤4.29億元,2022-2024CAGR達39%,業績持續高速增長。考慮到公司數據中心產品全方位佈局有望跟隨行業增長放量,同時海外工商儲及充電樁業務發力在即,首次覆蓋給予“買入”評級。
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