中原证券给予凯盛新能增持评级:短期业绩有所承压,关注公司降本增效情况

每日经济新闻
11 Sep 2024

中原证券09月10日发布研报称,给予凯盛新能(600876.SH,最新价:8.96元)增持评级。评级理由主要包括:1)公司积极推动降本增效,推出差异化产品提升产品竞争力;2)光伏玻璃去产能进行中,行业有望逐步实现供需平衡。风险提示:全球光伏装机需求不及预期;光伏玻璃产能过剩,竞争趋于激烈,产品价格疲软风险;原材料价格大幅波动风险。   AI点评:凯盛新能近一个月获得2份券商研报关注,买入1家,增持...

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