研報掘金丨海通證券:予晶盛機電“優於大市”評級,盈利能力保持較高水平
海通證券研報指出,根據晶盛機電(300316.SZ)24年一季度報吿及23年年度報吿,2023年公司設備及其服務、材料銷售收入佔公司總收入71.24%、23.15%,營收同比分別增長51.29%、186.15%;24Q1公司總營收45.1億,同比增長25.28%,業績實現穩定增長。隨着未來全球清潔能源需求的不斷增加,公司將獲取更多電池片設備出海訂單,海外業務的擴張將有望推動公司業績持續增長。公司為光伏半導體設備行業龍頭企業,盈利能力保持較高水平,參考可比公司給予公司2024年8-10倍PE估值,對應合理價值區間33.84-42.30元,給予“優於大市”評級。
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