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Research Report Mining丨Tianfeng: Maintain Sinoma Science & Technology 'Buy' rating, Target Price 16.41 yuan.
The Research Reports from Tianfeng Securities indicate that considering the contribution from Sinoma Science & Technology's (002080.SZ) New Materials Sector Business, along with the high demand for Blades next year and the LowDK electronic fabric being in short supply, the company's profit forecasts have been adjusted, corresponding to a Target Price of 16.41 yuan, maintaining a "Buy" rating. In the first three quarters of this year, the bidding volume increased significantly by 93% to reach 119GW, with expectations for onshore and offshore wind installations to be around 100/10GW next year, representing a year-on-year increase of 50-60%. The company's first-generation low-dielectric ultra-thin electronic fabric has achieved stable mass production, with products entering global mainstream customers, while the second-generation low-dielectric ultra-fine yarn ultra-thin fabric is small.
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Founder Securities: Policy guidance is gradually strengthening, expecting marginal improvement in the future building materials market.
Currently, the building materials industry index is performing well, with most individual stocks rising. It is expected that the building materials market will see marginal improvement in the future, and the industry sector will have a good performance. In the near term, it is necessary to continue to pay attention to the impact of short-term policies on the real estate, infrastructure, and new energy markets.
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