中泰證券:首予協鑫科技增持”評級 顆粒硅與CCz有望引領下一輪光伏新技術革命
中泰證券發佈研究報告稱,首予協鑫科技“增持”評級,以技術驅動成長,看好其未來在顆粒硅、硅片業務驅動下業績加速釋放。公司2022年實現總營收359億元,同比增長113%;實現歸母淨利潤160億元,同比增長215%;截至2023年3月顆粒硅全球市佔率已超10%,預計2025年將超30%。該行表示,顆粒硅的核心優勢在於低成本,而CCz的核心優勢在於高效率,兩者結合,直擊光伏全產業鏈迫切的“降本”、“增效”訴求,公司顆粒硅與CCz有望引領下一輪光伏新技術革命。
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