Ping An Securities gives Xinzhoubang a recommendation rating: 21 years of explosive growth in 1Q22, continued high boom – yqqlm

Every time you receive an AI alert, you will be safesecuritiesPosted on March 30thResearch reportsay, givenew state(300037.SZ, latest price: 86.79 yuan) Recommended rating. The reasons for the rating mainly include: 1)performanceShowing explosive growth, all business segments are improving in an all-round way; 2) The volume and price of electrolytes have risen, and raw materials have continued to increase; 3) Fluorine chemical + capacitors have grown steadily,semiconductorEarnings continued to improve.Risk warning: 1) The risk of continued impact of the epidemic, if the global epidemic is repeated, it will have a negative impact on the company’s downstream demand; 2) The fierce competition leads to the risk of an unexpected drop in prices, and many projects in the industry have been put into production, causing a price war, which may cause the company Profits decline; 3) The risk of less than expected customer expansion. The company has several projects under construction. If the customer expansion progress is less than expected, it will affect the company’s production capacity; 4) The risk of rapid changes in technical routes, if solidBatteryetc. emergingBatteryThe faster-than-expected technological development will affect the company’s industry status and initial investment recovery.

AI comments:new state2 copies in the past monthbrokerageThe research report is concerned, and 2 are bought.

(Article source: Daily Economic News)

Article source: Daily Economic News

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Original title: Ping An Securities gave Xinzhoubang a recommendation rating: 21 years of explosive growth in performance, continued high prosperity in 1Q22