Huajin Securities maintains the buy rating of Enjie shares: the performance of lithium battery diaphragms has increased rapidly, and domestic and foreign production expansion and superposition technology optimization has strengthened its leading position_Oriental Fortune Network

JoaquinsecuritiesPublished on April 13thResearch reportsay, maintainEnjie shares(002812.SZ, latest price: 196.25 yuan) Buy rating.The reasons for the rating mainly include: 1) the company in 2021performancehigh growth, hairinterest rateA record high; 2) In 2021, the company’s lithium battery diaphragm shipments will account for about 30% of the global market, with a significant leading position; 3) Continue to increase R&D investment, and the company’s expense ratio is well controlled; 4) The 2022Q1 performance is in line with expectations, and the full year Shipments are expected to increase rapidly; 5) The production of diaphragms will be greatly expanded in the future, and construction will be carried out in many places at home and abroad; 6) The company’s production technology is continuously optimized, and product development is forward-looking. Risk warning: global demand for new energy vehicles is less than expected; product expansion is less than expected; product prices are falling; industry competition is intensifying and other factors.

AI comments:Enjie shares9 copies in the past monthbrokerageThe research report paid attention to 5 companies and increased their holdings in 1 company. The average target price was 303.7 yuan, which was 107.45 yuan higher than the latest price of 196.25 yuan, and the average target price increased by 54.75%.

(Article source: Daily Economic News)

Article source: Daily Economic News

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Original title: Huajin Securities maintains the buy rating of Enjie shares: the performance of lithium battery diaphragms has increased rapidly, and domestic and foreign production expansion and superposition technology optimization has strengthened its leading position