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国海证券4月23日发布研报称,给予安宁股份(002978.SZ)买入评级。评级理由主要包括:1)钛精矿价格高位震荡,2023年归母净利润略微承压;2)钛精矿供给偏紧格局延续,2024Q1合同负债环比高增;3)公司2024年产量目标提升,看好公司全年业绩增长;4)“钛矿-钛(合金)材料”纵向布局,6万吨能源级钛项目稳步推进。(每日经济新闻)

Guohai Securities released a research report on April 23 stating that it gave Anning Co., Ltd. (002978.SZ) a purchase rating. The main reasons for the rating include: 1) the price of titanium concentrate fluctuated at a high level, and net profit due to s

Zhitong Finance ·  Apr 23 23:57
Guohai Securities released a research report on April 23 stating that it gave Anning Co., Ltd. (002978.SZ) a purchase rating. The main reasons for the rating include: 1) the price of titanium concentrate fluctuated at a high level, and net profit due to slight pressure in 2023; 2) the tight supply pattern of titanium concentrate continued, and 2024Q1 contract liabilities increased month-on-month; 3) the company's 2024 production target increased, which is optimistic about the company's annual performance growth; 4) the vertical layout of “titanium ore-titanium (alloy) materials” and the steady progress of the 60,000-ton energy-grade titanium project. (Mainichi Keizai Shimbun)

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