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研報掘金丨浙商證券:大全能源盈利能力階段性承壓,硅料環節有望迎來供需格局改善
格隆匯 11-11 15:51

浙商證券研報指出,供需失衡導致大全能源(688303.SH)業績承壓,盈利能力階段性承壓。受1-9月供需不匹配影響,多晶硅價格持續下降,導致公司營收和利潤水平下降。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。近期光伏供給側會議及協會號召等利好預期頻出,硅料環節有望迎來供需格局改善,公司作為硅料環節龍頭企業,技術、成本優勢突出,財務狀況穩定健康,維持公司2024-2026年盈利預測,預計2024-2026年公司歸母淨利潤分別為-13.7、11.7、15.6億元,對應EPS分別為-0.64、0.54、0.73元,對應PE 分別為/、55、41倍。

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