研报掘金丨国海证券:首予新铝时代“买入”评级,营收结构有望全面优化

格隆汇
Yesterday

国海证券研报指出,铝材料平台厂商渐成,新铝时代全面打开新增长点。公司定位专业化厂商,持续耕耘电池盒箱体市场,专业化铸就公司业务实力,盈利能力优异,较可比厂商具备一定优势。公司把握历史机遇,大客户比亚迪实现深度绑定,并卡位中高端优质项目,奠定良好基本盘。展望后续,公司营收结构有望全面优化,同时拓展新领域打开新增长点。出于谨慎起见,暂不考虑宏联电子并表影响,首次覆盖,给予“买入”评级。

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