share_log

国信证券4月14日发布研报称,给予许继电气(000400.SZ)买入评级。评级理由主要包括:1)四季度业绩同比高增,毛利率同比有所改善;2)23年公司特高压直流订单表现良好,24-25年进入交付高峰;3)海风柔直应用拐点在即,公司市场份额领先;4)智能变配电业务保持稳健,配电网升级改造提振远期需求;5)收购哈表所提高电表业务综合实力,国际市场表现亮眼。(每日经济新闻)

Guoxin Securities released a research report on April 14 stating that it gave Xu Ji Electric (000400.SZ) a purchase rating. The main reasons for the rating include: 1) the company's UHVDC order performance in the fourth quarter was high year on year, and

Zhitong Finance ·  Apr 14 15:39
Guoxin Securities released a research report on April 14 stating that it gave Xu Ji Electric (000400.SZ) a purchase rating. The main reasons for the rating include: 1) the company's UHVDC order performance in the fourth quarter was high year on year, and gross margin improved year over year; 2) the company's UHVDC order performance in '23 was good, and the company's market share was leading; 4) the intelligent power conversion and distribution business remained steady, and the distribution network upgrade boosted long-term demand; 5) the acquisition of Harbin Watch raised the overall strength of the meter business, and the international market showed impressive performance. (Mainichi Keizai Shimbun)

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.
    Write a comment