Tianfeng SecuritiesPosted on January 27thResearch reportsay, giveZhongji InnoLight(300308.SZ, latest price: 35.58 yuan) Overweight rating.The reasons for the rating mainly include: 1) QuarterlyperformanceContinuous improvement, short-term factors will have a certain impact on the current performance; 2) Looking forward to the future, traffic growth will drive data center customers to continue to increase capital expenditure investment, and the demand for high-end optical modules is expected to continue to grow; 3) The market is worried about the price reduction factor, which is expected to meet in the future. Since the price drop has significantly narrowed, the demand for high-end optical module products is also expected to further exceed expectations. Risk warning: downstream demand is lower than expected, overseas epidemic and supply chain impact exceeds expectations, market competition exceeds expectations, exchange rate fluctuation risks, performance forecast unaudited actual performance is subject to the annual report.
AI comments:Zhongji InnoLight4 copies in the past monthbrokerageThe research report pays attention to 3 companies, with an average target price of 48.4 yuan, which is 12.82 yuan higher than the latest price of 35.58 yuan, and the average target price increases by 36.03%.
(Article source: Daily Economic News)
Article source: Daily Economic News
Responsible editor: 73
Original title: Tianfeng Securities gave Zhongji InnoLight an overweight rating: the performance is in line with expectations, the quarter-on-quarter improvement continues, and the growth is expected to accelerate in 22 years
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