Kaiyuan securities released a research report on April 21, saying that it gave Yunnan Energy New Material Co.Ltd(002812) ( Yunnan Energy New Material Co.Ltd(002812) .sz, latest price: 185.84 yuan) a buy rating. The reasons for rating mainly include: 1) the performance is in line with expectations, and the diaphragm boom continues to support the high growth of performance; 2) Orders are superimposed in large quantities, and the shipping structure is optimized. The simultaneous rise of volume and profit is expected to continue; 3) Capacity expansion continued to advance and fully grasp the market increment. Risk tip: the global sales volume of new energy vehicles is lower than expected, the company’s production expansion progress is lower than expected, and the industry competition is intensified.
AI comments: Yunnan Energy New Material Co.Ltd(002812) in the past month, it has received 20 research reports from securities companies, bought 14 and increased its holdings of 2. The average target price is 279.8 yuan, which is 93.96 yuan higher than the latest price of 185.84 yuan, and the average target price increases by 50.56%.
