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民生证券4月25日发布研报称,给予中熔电气(301031.SZ)推荐评级。评级理由主要包括:1)24Q1毛利率承压,费用主要系海外扩张及股份支付影响;2)新能源车+光储下游具备领先优势;3)新品正在孵化,后续有望推出。(每日经济新闻)

Minsheng Securities released a research report on April 25 stating that it gave China Fused Electric (301031.SZ) a recommended rating. The main reasons for the rating include: 1) 24Q1 gross margin is under pressure, and expenses are mainly affected by ove

Zhitong Finance ·  Apr 25 20:53
Minsheng Securities released a research report on April 25 stating that it gave China Fused Electric (301031.SZ) a recommended rating. The main reasons for the rating include: 1) 24Q1 gross margin is under pressure, and expenses are mainly affected by overseas expansion and share payments; 2) downstream NEVs and optical storage have a leading edge; 3) new products are being incubated and are expected to be launched later. (Mainichi Keizai Shimbun)

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