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华泰证券:看好出海、新技术和盈利底部向上拐点三条主线

HTSC's bullish on three main lines: going overseas, new technologies and the upward turning point of profitability bottom.

Breakings ·  Jun 20 07:55
HTSC's research reports indicate that it is bullish on ultra high pressure, leading components for stable profitability, as well as materials with clear competitive advantages in the material sector and new technologies such as composite foil materials and solid state batteries. In photovoltaics, it is optimistic about new technologies that have cost advantages such as granular silicon and batteries with premiums, as well as American companies that are going overseas. It is optimistic about offshore wind power, with a focus on offshore wind and export chains. In energy storage, the 24-year installation in the US and China markets is expected to maintain high growth, and relevant symbols have support in performance in the current year. Power equipment: continue to focus on export, distribution networks, and ultra high pressure as the three main lines.

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