The research report released on January 9 said that the purchase rating of Ningbo Ronbay New Energy Technology Co.Ltd(688005) (688005. SH) was maintained, and the target price was 179.6 yuan. The reasons for rating mainly include: 1) the general trend of high nickel ternary, Contemporary Amperex Technology Co.Limited(300750) leading the industry to accelerate penetration; 2) Deep binding Contemporary Amperex Technology Co.Limited(300750) to ensure long-term main supplier status; 3) Order + production capacity accelerated and supported the rapid growth of the company; 4) The proportion of customer structure improvement + integration continued to increase, and the profitability remained high. Risk tip: the policy and electric vehicle sales are lower than expected, and the competition is intensified.
AI comments: Ningbo Ronbay New Energy Technology Co.Ltd(688005) got three research reports from securities companies in the past month, bought two, and the average target price was 179.6 yuan.
(source: Daily Economic News)
