Dongwu Securities released a research report on April 21 stating that it gave Huayou Cobalt (603799.SH) a purchase rating. The main reasons for the rating include: 1) 2023 net profit of 3.351 billion yuan and 2024Q1 net profit of 522 million yuan, in line with market expectations; 2) shipments of precursors bucked the trend and are expected to increase by more than 30% in 2024; 3) cathode materials increased by 5% in 2023, and are expected to increase by more than 25% in 2024; 4) Huafei project contributed significantly in 24 years, and the profit elasticity of the copper business was remarkable; 5) Copper prices rose, and the profit elasticity of the copper business was remarkable. (Mainichi Keizai Shimbun)
东吴证券4月21日发布研报称，给予华友钴业（603799.SH）买入评级。评级理由主要包括：1）2023 年归母净利 33.51 亿元，2024Q1 归母净利 5.22 亿元，符合市场预期；2）前驱体 2023 年出货逆势高增，2024 年预计 30%以上增长；3）正极材料 2023 年同增 5%，2024 年预计同增 25%以上；4） 华飞项目 24 年贡献显著增量，镍价上涨单位盈利修复；5）铜价上涨，铜业务利润弹性显著。（每日经济新闻）
Dongwu Securities released a research report on April 21 stating that it gave Huayou Cobalt (603799.SH) a purchase rating. The main reasons for the rating include: 1) 2023 net profit of 3.351 billion yuan and 2024Q1 net profit of 522 million yuan, in line
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