GuoshengsecuritiesReleased on May 4 entitled “Shipment is expected to grow significantly, active layoutBatterynew technology routeResearch reportsay, giveLONGi(601012.SH, latest price: 67.96 yuan) Overweight rating.The reasons for the rating mainly include: 1) The shipment will increase rapidly in 2021, and the leading position will be stabilized; 2) The shipment volume of modules in 2022Q1 is slightly lower than expected, and the profitability has been significantly restored; 3) Benefiting from the strong global demand for photovoltaic installations, the shipment of photovoltaic products throughout the year is high 4) Differentiated research and development of new modelsBatteryThe technical route is expected to start production in 2022Q3. Risk warning: The industry demand is lower than expected, and the price of the industry chain is lower than expected.
AI comments:LONGi13 in the past monthbrokerageThe research report paid attention to 6 companies and increased their holdings in 3 companies. The average target price was 86.53 yuan, which was 18.57 yuan higher than the latest price of 67.96 yuan, and the average target price increased by 27.33%.
(Article source: Daily Economic News)
Article source: Daily Economic News
Responsible editor: 43
Original title: Guosheng Securities gave LONGi an overweight rating: shipments are expected to grow significantly, and the new battery technology route is actively deployed
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