Dongfang Wealth Securities released a research report on April 18 stating that it gave Follett (601865.SH) an increase in its holdings. The main reasons for the rating include: 1) production capacity is expected to be increased by 9600 t/d in 2024; 2) Vietnam's net interest rate is 22%, and the profit level of overseas production lines is higher than domestic; 3) Indonesia's two 1,600t/d large kilns lead the industry; 4) Follett has comprehensive advantages in technology and resources, and is expanding production and reserving resources at the bottom of the industry. (Mainichi Keizai Shimbun)
东方财富证券4月18日发布研报称，给予福莱特（601865.SH）增持评级。评级理由主要包括：1）2024年有望新增产能9600t/d；2）越南产线净利率22%，海外产线盈利水平高于国内；3）印尼光能2座1600t/d大窑炉引领行业；4）福莱特具备技术和资源等综合优势，行业底部扩产和储备资源。（每日经济新闻）
Dongfang Wealth Securities released a research report on April 18 stating that it gave Follett (601865.SH) an increase in its holdings. The main reasons for the rating include: 1) production capacity is expected to be increased by 9600 t/d in 2024; 2) Vie
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