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东吴证券4月23日发布研报称,给予鼎胜新材(603876.SH)买入评级。评级理由主要包括:1)2023Q4电池箔出货环降8%+,2024年有望实现30%增长;2)2023Q4海外包装箔持续亏损,2024年需求逐步恢复将扭亏为盈;3)费用控制良好,2023Q4经营活动净现金流好转。(每日经济新闻)

Dongwu Securities released a research report on April 23 stating that it gave Dingsheng New Materials (603876.SH) a purchase rating. The main reasons for the rating include: 1) 2023Q4 battery foil shipments fell 8% +, which is expected to achieve 30% grow

Zhitong Finance ·  Apr 24 05:39
Dongwu Securities released a research report on April 23 stating that it gave Dingsheng New Materials (603876.SH) a purchase rating. The main reasons for the rating include: 1) 2023Q4 battery foil shipments fell 8% +, which is expected to achieve 30% growth in 2024; 2) continued losses in 2023Q4 overseas packaging foil, which will gradually recover in 2024 and turn losses into profits; 3) good cost control and an improvement in net cash flow from 2023Q4 operating activities. (Mainichi Keizai Shimbun)

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