Guohai SecuritiesPosted on May 5thResearch reportsay, giveInvic(002837.SZ, latest price: 22.21 yuan) Buy rating.The reasons for the rating mainly include: 1) the rapid growth of the revenue of the computer room and cabinet business in 2021, and the outstanding performance of overseas revenue; 2) the short-term pressure on profitability, and it is expected to gradually recover in the second half of the year; 3) the contribution of energy storage temperature control in 2021performanceImportant increments, the company, as a leader, is expected to benefit from the continuous high growth of energy storage temperature control demand in the future; 4) In 2021, the company won the bid for a number of data center temperature control centralized procurement projects, and the national “East Digital and Western Calculation” project is expected to drive the company’s computer room business to continue steadily and steadily increase. Risk warning: downstream demand for energy storage is lower than expected; data center construction is lower than expected; competition pattern intensifies; liquid cooling technology penetration is lower than expected; company order delivery is lower than expected; technology iteration exceeds expectations.
AI comments:Invic3 copies in the past monthbrokerageThe research report is concerned, buy 2, the average target price is 27.72 yuan, compared with the latest price of 22.21 yuan, 5.51 yuan higher, the target average price increase of 24.81%.
(Article source: Daily Economic News)
Article source: Daily Economic News
Responsible editor: 91
Original title: Invic received a buy rating from Guohai Securities, and recently received the attention of 3 securities research reports, with an average target price increase of 24.81%
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