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东吴证券4月26日发布研报称,给予再升科技(603601.SH)增持评级。评级理由主要包括:1)出售悠远影响公司整体业绩,油滤、绿色建筑保温棉等产品取得突破;2)产品价格下降、能源成本提升、信用减值损失一次性计提等多重因素导致公司23Q4净利率水平承压,24Q1已回归至合理水平;3)票据结算规模提升影响公司现金流水平,资产负债率实现改善;4)出售苏州悠远70%股权项目已完成交割,中长期新品类有望实现放量。(每日经济新闻)

Dongwu Securities released a research report on April 26 stating that Zaisheng Technology (603601.SH) was rated to increase its holdings. The main reasons for the rating include: 1) the sale of Suzhou Youyuan's overall performance, and breakthroughs have

Zhitong Finance ·  Apr 26 09:55
Dongwu Securities released a research report on April 26 stating that Zaisheng Technology (603601.SH) was rated to increase its holdings. The main reasons for the rating include: 1) the sale of Suzhou Youyuan's overall performance, and breakthroughs have been achieved in products such as oil filters and green building insulation cotton; 2) multiple factors such as falling product prices, increased energy costs, and one-time credit impairment losses have put pressure on the company's 23Q4 net interest rate level, and 24Q1 has returned to a reasonable level; 3) the increase in the scale of bill settlement affects the company's cash flow level, and the balance ratio has improved; 4) the sale of 70% of Suzhou Youyuan's equity project has been completed, and new categories are expected to be released in the medium to long term. (Mainichi Keizai Shimbun)

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