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研报掘金丨天风证券:维持中材科技“买入”评级,目标价16.41元

Research Report Mining丨Tianfeng: Maintain Sinoma Science & Technology 'Buy' rating, Target Price 16.41 yuan.

Gelonghui Finance ·  Jan 6 16:34

According to the Tianfeng Securities Research Report, considering that Sinoma Technology (002080.SZ)'s new materials sector business is also contributing, and that demand for blades is booming next year and that LowDK electronic cloth is in short supply, the company's profit forecast was raised to correspond to a target price of 16.41 yuan, maintaining a “buy” rating. In the first three quarters of this year, the number of tenders increased sharply by 93% year on year to 119 GW. It is expected that next year, the installed capacity of land and sea wind will be around 100/10 GW, respectively, an increase of 50 to 60% over the previous year. The company's generation of low-dielectric ultra-thin electronic cloth has now been produced in stable batches, and the products have entered mainstream customers around the world. The second-generation low-dielectric ultra-thin ultra-thin cloth test product has passed customer testing and verification, and the company's performance can be expected to be elastic after terminal demand increases. In addition, it is estimated that in '25, the company's sales volume in the lithium film sector may be flat at 2-2.5 billion, with revenue of about 2.5 billion yuan and net profit of about 0.43 billion yuan, corresponding to net profit of about 0.22 billion yuan.

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