SafetysecuritiesPosted on April 20thResearch reportsay, giveNew Clean Energy(605111.SH, latest price: 131.75 yuan) Recommended rating. The reasons for the rating mainly include: 1) The industry’s prosperity continues to be high, and the company’s 22Q1performanceRapid growth; 2) Focus on automotive electronics and photovoltaic new energy, which is expected to become a new performance growth point in the future.Risk warning: (1) Risk of downturn in the industry’s prosperity: the company’s performance andsemiconductorThe prosperity of the power discrete device industry is closely related, so it will be affected by macroeconomic fluctuations. If the macroeconomic downturn or downstream demand is less than expected, the company’s revenue and profit growth may be adversely affected; (2) Risk of intensified market competition: MOSFET, IGBT It belongs to the power with high technical thresholdsemiconductorDevices, once the company’s technical level, product update and iteration speed, and product and service quality are reduced, competitors may grab market share; (3) Risk of insufficient production capacity: At present, the company is still focusing on the Fabless model, and product research and development The design iteration speed is fast, but if the production capacity of the company’s main suppliers is seriously strained or the relationship between the two parties deteriorates, the company’s supply and customer expansion may be affected, and performance will be adversely affected.
AI comments:New Clean Energy17 copies in the past monthbrokerageThe research report is concerned, buying 10 companies and increasing their holdings in 2 companies. The average target price is 203.2 yuan, which is 71.45 yuan higher than the latest price of 131.75 yuan, and the average target price increases by 54.24%.
(Article source: Daily Economic News)
Article source: Daily Economic News
Responsible editor: 92
Original title: Ping An Securities gave New Clean Energy a recommendation rating: product structure continued to adjust, and the development of emerging markets and key customers achieved remarkable results
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