Guosen Securities gives Sanfu a buy rating: benefiting from the high prosperity of trichlorosilane, improving the recycling industry and enhancing competitiveness – yqqlm

　　Guosen SecuritiesPosted on March 11Research reportsay, giveSanfu Co., Ltd.(603938.SH, latest price: 45.9 yuan) Buy rating.The reasons for the rating mainly include: 1) 2021performanceIn line with expectations, the performance has grown significantly; 2) Benefiting from the rise of the trichlorosilane boom, the production capacity of high-purity silicon tetrachloride has been released; 3) The large-scale production of polysilicon has led to a substantial expansion of the price difference of trichlorosilane. ; 4) The company’s trichlorosilane expansion progress exceeded expectations and improved its own circular economy industry. Risk warning: downstream polysilicon demand is lower than expected; product prices fell more than expected.

AI comments:Sanfu Co., Ltd.1 in the past monthbrokerageThe research report is concerned, buy 1, the average target price is 55 yuan, which is 9.1 yuan higher than the latest price of 45.9 yuan, and the average target price increases by 19.83%.

(Article source: Daily Economic News)

Article source: Daily Economic News

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Original title: Guosen Securities gave Sanfu a buy rating: benefiting from the high prosperity of trichlorosilane, improving the recycling industry and enhancing competitiveness