Huajin Securities gives Ningde Times an overweight rating: Lithium battery leading performance has increased, and raw material prices have risen, and its ability to withstand pressure is strong – yqqlm

Every AI Express, JoaquinsecuritiesPosted on April 24thResearch reportsay, giveNingde era(300750.SZ, latest price: 415.34 yuan) Overweight rating.The reasons for the rating mainly include: 1) the company in 2021performanceHigh growth, above the median forecast value; 2) Benefiting from the layout of upstream lithium battery materials and the increase in the proportion of overseas revenue, the company’s overall gross profitinterest rateStrong ability to withstand pressure; 3) The company’s expense ratio is well controlled, netinterest rateA slight year-on-year increase; 4) Inventory reserves at the end of 2021 will help ease the cost pressure of raw material price increases in 2022Q1; 5) The company’s leading position in the industry, future energy storage and powerBatteryThe system develops together. Risk warning: global demand for new energy vehicles is lower than expected; product expansion is lower than expected; industry competition intensifies and other factors.

AI comments:Ningde era11 in the past monthbrokerageThe research report paid attention to 8 companies and increased their holdings in 1 company. The average target price was 656.27 yuan, which was 240.93 yuan higher than the latest price of 415.34 yuan, and the average target price increased by 58.01%.

(Article source: Daily Economic News)

Article source: Daily Economic News

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Original title: Huajin Securities gave Ningde Times an overweight rating: the performance of lithium battery leaders has increased rapidly, and the price of raw materials is strong under pressure