平安证券04月30日发布研报称,给予金力永磁(300748.SZ,最新价:20.47元)推荐评级。评级理由主要包括:1)高性能磁材产销快速回升;2)季度盈利能力逐步改善;3)产能扩张稳步推进。风险提示:(1)项目进度不及预期。若当前在建项目进展超预期缓慢,则可能会影响公司未来业绩增长节奏。(2)下游需求不及预期。若受终端影响需求出现较大程度收缩,公司产品销售或一定程度受到影响。(3)行业竞争加剧。...
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