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Research Report Mining丨Tianfeng: Maintain Sinoma Science & Technology 'Buy' rating, Target Price 16.41 yuan.
The Research Reports from Tianfeng Securities indicate that considering the contribution from Sinoma Science & Technology's (002080.SZ) New Materials Sector Business, along with the high demand for Blades next year and the LowDK electronic fabric being in short supply, the company's profit forecasts have been adjusted, corresponding to a Target Price of 16.41 yuan, maintaining a "Buy" rating. In the first three quarters of this year, the bidding volume increased significantly by 93% to reach 119GW, with expectations for onshore and offshore wind installations to be around 100/10GW next year, representing a year-on-year increase of 50-60%. The company's first-generation low-dielectric ultra-thin electronic fabric has achieved stable mass production, with products entering global mainstream customers, while the second-generation low-dielectric ultra-fine yarn ultra-thin fabric is small.
Sinoma Science & Technology (002080): Strong demand for wind power Blades, Bullish on next year's performance resonance upward.
We expect that by 2025, the company's three main businesses: Blade, fiberglass, and lithium film will resonate upwards, with revenues of approximately 11.8/8.1/2.5 billion yuan, and Net income of 0.68/0.87/0.43 billion yuan respectively, corresponding to a net profit attributable to the parent company of 4.
Sinoma Science & Technology (002080): Interest in LOWDK electronic fabrics is heating up. The company has been布局 in this field for a long time.
The attention to LowDk electronic cloth is increasing, mainly used in high-tech electronic products. Recently, investors' interest in the LowDk electronic cloth related industrial chain has been rising. LowDk electronic cloth refers to low dielectric constant electronic cloth, achieved by using special materials.
Express News | The Beginning with Middle Letter Sector is experiencing fluctuations, and Sinoma Science & Technology is hitting its涨停.
Express News | Sinoma Science & Technology: The subsidiary plans to continue borrowing 0.44 billion yuan in related loans and add a new loan of 13.4 million yuan.
Express News | Sinoma Science & Technology: The company's controlling shareholder, CNBM, currently has no shareholding plans.
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