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德邦证券4月24日发布研报称,给予长海股份(300196.SZ)买入评级。评级理由主要包括:1)Q1淡季收入小幅下降;2)毛利率较2023Q4小幅回升,费用率小幅下降;3)玻纤实现价格普涨,24Q1或是行业底部;4)新产能有望在涨价后落地,支撑后续业绩弹性。(每日经济新闻)

Debon Securities released a research report on April 24 stating that it gave Changhai Co., Ltd. (300196.SZ) a purchase rating. The main reasons for the rating include: 1) a slight decline in revenue during the Q1 off-season; 2) gross margin rebounded slig

Zhitong Finance ·  Apr 24 08:27
Debon Securities released a research report on April 24 stating that it gave Changhai Co., Ltd. (300196.SZ) a purchase rating. The main reasons for the rating include: 1) a slight decline in revenue during the Q1 off-season; 2) gross margin rebounded slightly from 2023Q4, and the cost rate decreased slightly; 3) glass fiber achieved a general price increase, 24Q1 or the bottom of the industry; 4) new production capacity is expected to land after the price increase, supporting the elasticity of subsequent performance. (Mainichi Keizai Shimbun)

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