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研報掘金丨浙商證券:大全能源成本和技術優勢突出,維持“買入”評級
格隆匯 09-14 11:24
浙商證券研報指出,硅料供需失衡價格處於低位,大全能源(688303.SH)業績短期承壓。上半年歸母淨利潤-6.7 億元,同比由盈轉虧;第二季度歸母淨利潤-10.01億元,同比由盈轉虧。主要系報吿期內受硅料市場供需不平衡影響,多晶硅價格大幅下跌所致。公司是國內硅料龍頭,成本優勢顯著,半導體、N型硅料技術優勢突出。考慮到硅料環節競爭加劇,業績短期承壓,但是公司財務狀況優異,成本和技術優勢突出。下調盈利預測,維持“買入”評級。
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