隆基绿能大幅上涨中银证券调整预测每股收益

智选洞察11-12

11月12日，隆基绿能（601012）股价大幅上涨，截至09点48分，隆基绿能上涨5.09%，报21.04元/股，成交18.57亿元，换手率1.19%，振幅4.90%。消息解读隆基绿能三季度显著减亏，中银证券将公司2024-2026年预测每股收益调整至-0.92/0.75/0.93元(原2024-2026年预测为0.54/0.83/1.08元)，2025-2026年对应市盈率25.5/20.7倍；...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241112094914a22e1a40&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月12日，隆基绿能（601012）股价大幅上涨，截至09点48分，隆基绿能上涨5.09%，报21.04元/股，成交18.57亿元，换手率1.19%，振幅4.90%。消息解读隆基绿能三季度显著减亏，中银证券将公司2024-2026年预测每股收益调整至-0.92/0.75/0.93元(原2024-2026年预测为0.54/0.83/1.08元)，2025-2026年对应市盈率25.5/20.7倍；...</p>\n\n<a 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Securities adjusts earnings per share forecast","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601012":1,"601696":1},"content_text":"11月12日，隆基绿能（601012）股价大幅上涨，截至09点48分，隆基绿能上涨5.09%，报21.04元/股，成交18.57亿元，换手率1.19%，振幅4.90%。消息解读隆基绿能三季度显著减亏，中银证券将公司2024-2026年预测每股收益调整至-0.92/0.75/0.93元(原2024-2026年预测为0.54/0.83/1.08元)，2025-2026年对应市盈率25.5/20.7倍；维持买入评级。2023年我国半导体销售额达到366亿美元，占全球比例首次突破30%，达到34.45%，同期日本仅有3.43%，北美为32.42%。在28nm及以上工艺制程领域，中国半导体设备厂商已经基本实现了全覆盖。这意味着在成熟制程方面，中国已经具备了较强的自给自足能力。在14nm工艺上，虽然国产化率相对较低，但也达到了20%以上，并且在清洗、CMP、刻蚀、测试机等关键设备上取得了显著进展。随着国内半导体企业在技术研发上不断投入，以及国家政策积极引导，中国半导体行业正加速实现关键技术自主可控。这不仅有助于提升产业链的安全性和稳定性，更为行业在全球竞争中占据有利地位奠定坚实基础。中信证券指出，从未来半年维度看，重点关注国内先进存储和逻辑厂商扩产需求落地、国内先进封装技术突破以及集成电路和信创政策对板块信心的拉动。从一年以上维度看，重点关注先进制造、先进封装、半导体设备及高端芯片等关键环节的国产化，此外重视半导体板块的并购。华创证券研报指出，科技自主可控或将迎来加速发展周期。业绩拐点已至：2019-2021安全可控发展如火如荼，多家代表性企业业绩出现倍增，经历2022-2023的调整期，当前2024上半年行业业绩初现拐点，2024第三季度部分重点公司业绩持续改善，拐点持续验证。机构分析中银证券近日发布隆基绿能(601012)2024年三季报点评：三季度显著减亏，坚定BC技术路线。结合目前光伏组件/硅片价格、未来产业链价格展望、公司现有产能及产能规划，中银证券将公司2024-2026年预测每股收益调整至-0.92/0.75/0.93元(原2024-2026年预测为0.54/0.83/1.08元)，2025-2026年对应市盈率25.5/20.7倍；维持买入评级。评级面临的主要风险：国际贸易壁垒风险；行业需求不达预期；价格竞争超预期；光伏政策风险降本不达预期；技术性价比不达预期。此外，数据统计显示，近半年内4家券商给予增持建议，15家券商给予买入建议。资金动向截止发稿，隆基绿能获得主力净流入2.48亿元，其中超大单流入2.53亿元，大单流出443万元。数据显示，该股今日净流入较近5日净流入均值增加3.12亿元。主营业务及业绩隆基绿能公司主营业务为单晶硅棒、硅片、电池和组件的研发、生产和销售，为光伏集中式地面电站和分布式屋顶(含BIPV)开发提供产品和系统解决方案，积极布局和培育光伏制氢业务。最新财报显示，今年三季报，隆基绿能实现营业收入585.93亿元，同比减少37.73%，净利润为-65.05亿元，同比减少155.62%，基本每股收益为-0.86元。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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隆基绿能大幅上涨 中银证券调整预测每股收益

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隆基绿能大幅上涨中银证券调整预测每股收益