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研报掘金丨天风证券:先导智能海外市场打开成长天花板,维持“买入”评级

Research Report Nuggets 丨 Tianfeng Securities: Leading the Smart Overseas Market to Open the Ceiling for Growth and Maintaining “Buy” Ratings

Gelonghui Finance ·  Oct 26, 2023 17:13
Gloucester on October 26.| Tianfeng Securities Research News pointed out that considering that the prosperity of the domestic lithium battery industry is less than expected, the profit forecast of the pilot intelligence (300450.SZ) is lowered and the "buy" rating is maintained. The bank believes that with the continuous generation of new lithium battery demand in subdivided application scenarios, the mismatch between supply and demand is expected to improve, and lithium battery equipment is expected to benefit from the superposition of lithium battery technology, material innovation and digitalization and intelligence of lithium battery equipment. The overseas market has opened the ceiling for growth. The company has obtained international customers such as Tesla, Volkswagen, BMW, Mercedes-Benz and LG New Energy. Its products and services continue to be recognized by international first-class new energy brands.

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