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东吴证券4月23日发布研报称,给予伟明环保(603568.SH)买入评级。评级理由主要包括:1)环保运营收入稳健增长,装备收入高增56%;2)固废投运规模持续积累,2023年底垃圾焚烧在建/已建比例约19%;3)2023年装备新签合同总额35.45亿元,新材料装备表现亮眼;4)国内外新材料产业链一体化布局,高冰镍预计于2024年投运。(每日经济新闻)

Dongwu Securities released a research report on April 23 stating that it gave Weiming Environmental Protection (603568.SH) a purchase rating. The main reasons for the rating include: 1) the steady increase in environmental operating revenue, with equipmen

Zhitong Finance ·  Apr 24 05:38
Dongwu Securities released a research report on April 23 stating that it gave Weiming Environmental Protection (603568.SH) a purchase rating. The main reasons for the rating include: 1) the steady increase in environmental operating revenue, with equipment revenue increasing by 56%; 2) the scale of solid waste operation continues to accumulate, and the waste incineration ratio is about 19% at the end of 2023; 3) the total number of new equipment contracts signed in 2023 is 3,545 billion yuan, and the performance of new materials and equipment is impressive; 4) the integrated layout of the new materials industry chain at home and abroad, and Gaobing Nickel is expected to be put into operation in 2024. (Mainichi Keizai Shimbun)

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