Yin Sheng Road, Ju Shuang recently conducted research on Penghui Energy and released a research report "Company Information Update Report: "Quality Return Double Improvement" Action Plan Demonstrates the Company's Long-term Development Confidence", this report gives a ** rating to Penghui Energy, and the current stock price is 1747 yuan.
Penghui Energy (300438).
The "Action Plan for "Double Improvement of Quality and Return" was issued to demonstrate confidence in long-term development.
On February 5, 2024, Penghui Energy issued the "Action Plan for "Double Improvement of Quality Return", which updated the company's recent ** repurchase situation, and made a series of elaborations on the five major action measures of the "Double Improvement of Quality Return" implementation plan. In terms of the company's fundamentals, due to the destocking of European household reserves, the intensification of competition in domestic large reserves, and the deflation of the company's product prices due to the large number of raw materials, we have lowered the company's 2023-2024 profit, and it is expected that its net profit attributable to the parent company in 2023-2024 will be 058/4.200 million yuan (formerly 1445/23.10), the new profit for 2025** is 60.8 billion yuan, EPS of 012/0.83/1.21 yuan, the corresponding PE of the current stock price is. 5 times, considering the company's position as a leading enterprise in household storage and the launch of large storage capacity and industrial and commercial energy storage capacity, its shipments are expected to continue to maintain high growth and maintain the "** rating."
Firmly establish the concept of investor-oriented, and actively contribute to the stability of the market and investor confidence.
The company firmly establishes the concept of investor-oriented, and uses share repurchases, major shareholders and directors, supervisors and senior executives to share the fruits of development with investors. As of January 31, 2024, the company repurchased 240 shares of the company through a special ** account for share repurchase in a centralized bidding transaction70,000 shares, accounting for 048% with the highest price of 2717 yuan shares, the lowest transaction price is 2028 yuan shares, with a total transaction amount of 59.97 million yuan (excluding transaction costs). Adhere to the investor-oriented, implement the action plan of "double improvement of quality and return" in place, effectively enhance investors' sense of gain, and actively contribute to the stability of the market and investor confidence.
The company's operation is solid and stable, and it actively promotes the update and iteration of product technology.
The company actively responds to the country's call for "carbon peak" and "carbon neutrality" policies, and produces lithium battery products covering three major operation scenarios: energy storage, consumption and power, and is committed to making safe and stable clean energy affordable for more people. At the same time, with innovation as the main starting point, we actively explore a number of cutting-edge technologies, launch sodium electricity industrialization technology, become the first batch of sodium-ion battery evaluation units in China, launch gel flame retardant electrolyte technology, and the world's first innovative new cathode material S24 technology. With the recovery of downstream demand in the industry, the company is expected to seize market opportunities and occupy a leading position in the industry by virtue of its advantages in technology and product iteration.
Risk warning: the price of raw materials continues to fall and the corresponding impairment is provided; Industry demand is less than expected.
*According to the calculation of the research report data released in the past three years, the research team of Minsheng ** Deng Yongkang has conducted in-depth research on the stock, and the average accuracy of the past three years is as high as 9155%, and its ** attributable net profit in 2023 is 67.8 billion, 11.1 per cent based on the current price88。
The latest profit** breakdown is as follows:
A total of 10 institutions have rated the stock in the last 90 days, with 6 ratings ** and 4 overweight ratings. The average institutional price target over the last 90 days is 350。
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