Glonghui, August 24 | Zheshang Securities Research Report pointed out that Jingke Energy (688223.SH)'s performance was in line with expectations, and 2023H1's net profit increased by 324.58% year-on-year. The company's component shipments continue to increase rapidly, and it continues to promote a global strategy. In 2023, the company expects to deliver 70-75GW of components, of which type N is expected to account for 60%. Furthermore, the company's share of industrial and commercial roofing and household markets in China, Europe, America, Japan and South Korea is increasing year by year, and channel and customer stickiness are increasing year by year. The company is expected to account for 35-40% of the annual distribution market. The company is a global leader in photovoltaic modules, and TopCon's module volume guarantees profit. Consider that the company's component shipments exceeded expectations, raise the company's profit forecast for 2023-2025, and maintain the “buy” rating.
研报掘金丨浙商证券：晶科能源组件出货持续高增，维持“买入”评级
Research Report Nuggets 丨 Zheshang Securities: Jingke Energy's module shipments continue to rise, maintaining a “buy” rating
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.