Southwest Securities gives CATL a hold rating, commenting on the first quarterly report of 2022, the upstream and downstream games are in full swing, and the cost side is under significant pressure – yqqlm

Every time an AI alert is sent,Southwest SecuritiesPosted on May 5thResearch reportsay, giveNingde era(300750.SZ, latest price: 409.35 yuan) Hold rating.The reasons for the rating mainly include: 1) Rising raw material prices and significant pressure on costs; 2) The company has begun to transmit costs to the downstream, and its profitability is expected to improve slightly in 22Q2; 3) Affected by the epidemic, the downstream construction in Q2 may be lower than expected; 4) Power + storage capable of two-wheel drive, Inc.performancelong-term positive. Risk warning: raw material prices may fluctuate sharply, new product and technology development risks; market competition intensifies risk; downstream product production stagnation risk; policy change risk; production capacity delivery schedule is less than expected risk; foreign exchange risk.

AI comments:Ningde era17 copies in the past monthbrokerageAccording to the research report, 12 companies were bought, 2 companies were increased, and 1 company was strongly recommended. The average target price was 633.84 yuan, which was 224.49 yuan higher than the latest price of 409.35 yuan, and the average target price increased by 54.84%.

(Article source: Daily Economic News)

Article source: Daily Economic News

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Original title: Southwest Securities gave CATL a hold rating, and the first quarterly report of 2022 will be reviewed. The upstream and downstream games are in full swing, and the cost side is under significant pressure