Kaiyuan Securities gave CATL a buy rating: the most difficult stage has passed, the price increase has lagged, and subsequent improvements have been made quarter by quarter – yqqlm

open sourcesecuritiesPosted on May 3rdResearch reportsay, giveNingde era(300750.SZ, latest price: 409.35 yuan) Buy rating.The reasons for the rating mainly include: 1) Short-term grossinterest rateUnder pressure, profits are expected to be repaired after the price increase in Q2; 2) The impact of the price increase of lithium carbonate in Q1BatteryThe cost has risen by 15-20%, and the increase in inventory will continue to promote the high growth of the industry; 3) The follow-up is expected to improve quarter by quarter, and the status of the global lithium battery king is unshakable. Risk warning: Demand is lower than expected, and downstream price increases are lower than expected.

AI comments:Ningde era15 in the past monthbrokerageThe research report is concerned, buy 10 companies, overweight 2 companies, and strongly recommend 1 company. The average target price is 648 yuan, which is 238.65 yuan higher than the latest price of 409.35 yuan, and the average target price increases by 58.3%.

(Article source: Daily Economic News)

Article source: Daily Economic News

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Original title: Kaiyuan Securities gave CATL a buy rating: the most difficult stage has passed, the price increase has lagged, and subsequent improvements have been made quarter by quarter