摩根大通发表研究报告，首次覆盖威胜控股(03393.HK) 予“增持”评级，目标价35元。威胜是中国主要低压电气设备制造商，产品涵盖电能计量仪器、变压器、数字电网解决方案及AIDC(AI数据中心)产品。尽管身处周期性的计量业务，但凭海外扩张、新产品供应及良好的成本控制，公司于2020至2024年仍录得逾30%的盈利复合年增长率。此外，公司利用与多家正在海外扩张的中国数据中心营运商的关系，大幅增加对...
Source Link摩根大通发表研究报告，首次覆盖威胜控股(03393.HK) 予“增持”评级，目标价35元。威胜是中国主要低压电气设备制造商，产品涵盖电能计量仪器、变压器、数字电网解决方案及AIDC(AI数据中心)产品。尽管身处周期性的计量业务，但凭海外扩张、新产品供应及良好的成本控制，公司于2020至2024年仍录得逾30%的盈利复合年增长率。此外，公司利用与多家正在海外扩张的中国数据中心营运商的关系，大幅增加对...
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