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东方日升获开源证券增持评级,盈利受行业下行影响受挫

JRJ Finance ·  Apr 30 18:00

4月30日,东方日升获开源证券增持评级,近一个月东方日升获得1份研报关注。

研报预计下调公司2024-2025年盈利预测,预计归母净利润分别为5.42亿元/7.85亿元,新增2026年盈利预测为8.76亿元。考虑到行业增速降档和竞争加剧,公司盈利水平承受较大压力。研报认为,组件业务营收高增,异质结技术具有先发优势;双一力公司储能业务加速贡献利润增量,计划进行产能扩张以提升市占率。

风险提示:异质结量产进度不及预期;储能行业竞争加剧。

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