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东吴证券4月26日发布研报称,给予中伟股份(300919.SZ)买入评级,目标价格为71元。评级理由主要包括:1)24Q1前驱体出货环比微增,24年出货有望维持25%左右增长;2)24Q1单吨扣非净利近0.6万/吨,主要受少数股东权益及降价影响;3)Q1费用率环比下降明显,存货较年初减少。(每日经济新闻)

Dongwu Securities released a research report on April 26 stating that it gave Zhongwei Co., Ltd. (300919.SZ) a purchase rating, and the target price was 71 yuan. The main reasons for the rating include: 1) 24Q1 precursor shipments increased slightly month

Zhitong Finance ·  Apr 26 16:05
Dongwu Securities released a research report on April 26 stating that it gave Zhongwei Co., Ltd. (300919.SZ) a purchase rating, and the target price was 71 yuan. The main reasons for the rating include: 1) 24Q1 precursor shipments increased slightly month-on-month, and shipments are expected to maintain an increase of about 25% in 24; 2) 24Q1 single-ton non-net profit of nearly 60,000/ton, mainly affected by minority shareholders' equity and price reductions; 3) the Q1 fee rate declined significantly from month to month, and inventory decreased compared to the beginning of the year. (Mainichi Keizai Shimbun)

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