Huaxi Securities Co.Ltd(002926) 04 issued a research report on April 26, giving Guangdong Aofei Data Technology Co.Ltd(300738) ( Guangdong Aofei Data Technology Co.Ltd(300738) .sz, latest price: 15.46 yuan) an overweight rating. The reasons for rating mainly include: 1) the performance of Q4 in 21 and Q1 in 22 was affected by the epidemic, and the equity incentive fee and data center construction were slightly under pressure; 2) The scale expansion and equity incentive affect the expense rate slightly, and the increase of financing scale raises the level of financial expense rate; 3) Respond to the national development layout of "counting East and counting West" and gradually release production capacity in the future; 4) Actively invest in distributed photovoltaic power generation projects under the "double carbon" strategy, which is expected to grow in the long term under the supply side reform. Risk warning: downstream orders are less than expected; The collection is less than expected; Goodwill impairment risk; Inventory falling price reserve risk; Systemic risk.
AI comments: Guangdong Aofei Data Technology Co.Ltd(300738) has received two research reports from securities companies in the past month, including one purchase and one additional holding.
