山西证券给予麦加芯彩买入评级，集装箱景气程度高企，Q3业绩同比大幅增长

每日经济新闻11-05

山西证券11月05日发布研报称，给予麦加芯彩（603062.SH，最新价：44.19元）买入评级。评级理由主要包括：1）集装箱市场景气度持续向上，Q3销量同比增长超200%；2）风电装机需求逐步回暖，风电行业达成“反内卷”共识或将提升产业链整体盈利能力；3）海外市场拓展初取成效，有望贡献业绩增量。风险提示：下游行业波动风险；客户集中度高风险；原材料价格波动风险；项目投产进度和新产品研发不及预期。...

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