新能源布局初具成果 合康新能获国投证券“买入”评级

e公司
Jul 17, 2025

7月16日,国投证券发布合康新能(300048)深度研究报告,首次给予合康新能“买入”评级,并将12个月目标价设定为7.61元。研报观点认为,合康新能多轮业务整合轻装上阵,聚焦新能源与变频器业务,2024年实现扭亏;同时背靠美的集团,新能源业务有望快速发展。未来,通过紧抓新能源全面入市的机遇,公司布局的虚拟电厂业务有望蓄势待发。无独有偶,中信证券近期也发布了合康新能的跟踪点评研报,认为随着美的集团...

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