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兴业证券:首予创维集团(00751)“审慎增持”评级 目标价3.5港元

Societe Generale Securities: first granted to Skyworth Group (00751) "prudent overweight" rating target price of HK $3.50

Zhitong Finance ·  Nov 15, 2022 14:27

According to a research report issued by Societe Generale Securities, Societe Generale Securities released a research report saying that it was first given a "prudent overweight" rating of Skyworth Group (00751). The net profit for 2022-24 is expected to be 39cm, 48.4 / 6.15 billion yuan, compared with the same period last year, + 98.5%, 24.1%, 27.1%, and the target price is HK $3.50, Zhitong Financial APP learned. The Group has shifted its focus on home appliances to high-end TV products to open up the global market. The new energy business combines digitization with new energy to improve product efficiency and consolidate the leading position in the industry.

According to the report, the group's new energy business accounted for 20.3 per cent of revenue, up from 8.1 per cent of 2022Q1 in 2021, 13.9 per cent of 2022Q1 and 17.3 per cent of 2022H1. The total installed scale of its distributed photovoltaic power station is one of the leaders in the industry. during the period, more than 100000 household photovoltaic power stations have been put into operation and connected to the grid, and more than 150000 household photovoltaic power stations have been built and operated. According to conservative estimates, in 2022-30, China's household photovoltaic will increase by more than 300GW, about 7 times the current installed capacity.

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