The research report released on April 30 said that the recommended rating of Yunnan Energy New Material Co.Ltd(002812) (002812.sz, latest price: 134.55 yuan) was maintained. The reasons for rating mainly include: 1) continuous expansion of production capacity, continuous improvement of scale advantage and stable supply capacity; 2) Continuously expand the application scenarios, and the platform development can be expected; 3) We believe that the company will promote the cost reduction and capacity clearing of the diaphragm industry through continuous technology guidance, and become the shaper of the competitive pattern of the diaphragm industry. Looking forward to the future, the industry status and voice of the company will also be improved in the process of expanding its scale. We believe that the company will also continue to promote the progress of the industry through continuous technical iteration. As a leader, the company will enjoy the dividend of continuous growth of the industry. Risk tip: the demand of industry and customers may be less than expected, the production progress of production capacity may be less than expected, the cost decline is less than expected, and the product price decline is more than expected due to intensified industry competition.
AI comments: Yunnan Energy New Material Co.Ltd(002812) in the past month, it has received attention from 7 research reports of securities companies, bought 3 and increased its holdings of 1. The average target price is 161 yuan, which is 26.45 yuan higher than the latest price of 134.55 yuan, and the average target price increases by 19.66%.
(Daily Economic News)
