Kaiyuan securities issued a research report on April 30, giving Ningbo Deye Technology Co.Ltd(605117) ( Ningbo Deye Technology Co.Ltd(605117) .sh, latest price: 221 yuan) a buy rating. The reasons for rating mainly include: 1) the inverter business continues to increase, and the heat exchanger business is under pressure in the short term; 2) Energy storage and micro reverse products continue to take the lead, and the localization of electronic components consolidates the safety of the supply chain; 3) Vertically integrated layout of environmental electrical products, and the dehumidifier business has increased steadily. Risk warning: the installed capacity of the industry is less than expected; Intensified competition in overseas markets; New market development was less than expected.
AI comments: Ningbo Deye Technology Co.Ltd(605117) in the past month, it has received attention from 5 research reports of securities companies and bought 3.
