Tianfeng Securities Co.Ltd(601162) 03-06 released the research report, which said that Hunan Zhongke Electric Co.Ltd(300035) ( Hunan Zhongke Electric Co.Ltd(300035) .sz, latest price: 28.55 yuan) purchase rating was given for the first time. The reasons for rating mainly include: 1) negative electrode industry trend: integration is the general trend, and the core of integration is graphitization; 2) Hunan Zhongke Electric Co.Ltd(300035) : from magnetoelectric equipment to lithium negative electrode, epitaxial M & A eventually becomes a new negative star; 3) Core focus: accelerating the release of integrated production capacity + binding key customers, and increasing both volume and profit. Risk tip: the sales volume of electric vehicles is less than expected, the price fluctuation risk of negative electrode products, the release of the company’s production capacity is less than expected, the increase of graphitization self supply rate is less than expected, and the calculation is subjective.
AI comments: Hunan Zhongke Electric Co.Ltd(300035) in the past month, it has received three research reports from securities companies and bought three. The average target price is 45.47 yuan, 16.92 yuan higher than the latest price of 28.55 yuan, and the average target price has increased by 59.26%.
