一、核心观点与评级中金公司 首次覆盖正力新能(03677),给予“跑赢行业”评级,目标价11.4港元。基于PE估值法,对应2026年估值倍数为26.0x,较当前股价有20.6%的上行空间。中金预计公司2025-2026年的EPS分别为0.20元和0.40元,2024-2026年复合年增长率(CAGR)高达236%。公司被认为已跨过规模化盈利拐点,未来盈利能力有望稳中有升。二、行业前景与增长驱动根据...
Source Link一、核心观点与评级中金公司 首次覆盖正力新能(03677),给予“跑赢行业”评级,目标价11.4港元。基于PE估值法,对应2026年估值倍数为26.0x,较当前股价有20.6%的上行空间。中金预计公司2025-2026年的EPS分别为0.20元和0.40元,2024-2026年复合年增长率(CAGR)高达236%。公司被认为已跨过规模化盈利拐点,未来盈利能力有望稳中有升。二、行业前景与增长驱动根据...
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