三美股份（ [Table_StockNameRptType] 603379） 公司覆盖 | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------|-------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

[Table_IndNameRptType] 全球科技 行业周报 | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

赵老师 e_IndNa电me力Rpt设Typ备e] 行业周报 碳酸锂现货价格波幅变大, 大储供需格局逐步优化 | --- | --- | |-------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------| | | | | [Tabl行e_业In 评dR级 an：k] 增持 | 主要观点： | | 报告日期： 2024-9-14 | | | [ 行 Ta 业 ble 指 _Ch 数 ar 与 t] 沪深 300 走势比较 | 度或进一步提升。海外市场看，上能电气推出针对北美市场设计的 400kW 大组串 PCS 新品，国产 PCS 供应商加速出海，关注盈利支撑明显的 PCS 环节。 | | | | | | 工作逐步推进。关注配网 / 信息化方向 ...

[Table_IndNameRptType] 农林牧渔de 行业周报 生猪出栏均重连降两周，8 月上市猪企出栏微增 | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

[Table_IndNameRptType] 轻工纺服 行业周报 美国选情焦灼，关注四季度出海机会 | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

巨星农牧（ [Table_StockNameRptType]a 603477） 公司点评 | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------|-------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

[Table_Profit] 山金国际（ [Table_StockNameRptType] 000975） 公司覆盖 矿金业务增长，海外征程启航 | --- | --- | --- | |--------------------------------------------------------------------------------------------------------|-------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

贵[Ta州ble三_Sto力ckN（ameRptType] 603439） 公司点评 公司计划三年持续分红回馈股东，管理层发展信心足 | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------|-------|------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

[Table_StockNameRptType] NVDIA（NVDA.O） 公司研究/美股点评 英伟达 C2Q24 点评: 3Q 指引低于市场预期上限 | --- | --- | |-------------------------------------|------------| | | | | [Table_Rank] 投资评级：增持（维持） | | | 报告日期： | 2024-09-11 | | [ 收盘价 Table_BaseData] ( 美元 ) | 108.1 | | 近 12 个月最高 / 最低 | 140.8/40.8 | | 总股本 ( 亿股 ) | 245.3 | | 流通股本 ( 亿股 ) | 245.3 | | 流通股比例 (%) | 100% | | 总市值 ( 亿美元 ) | 26,517 | | 流通市值 ( 亿美元 ) | 26,517 | | | | [公司价格走势比较 Table_Chart] -8.00% 42.00% 92.00% 142.00% 192.00% 英伟达(NVIDIA)-行情图 英伟达(NVIDIA) 标普500 [Table_Author] 分 ...

Investment Rating - The investment rating for the company is "Buy" (首次) [1] Core Views - The company has established itself as a leader in the engineering machinery market with a diverse product range, including concrete machinery, excavators, and cranes, achieving high market recognition [3][15] - The engineering machinery industry is expected to stabilize and recover in 2024, driven by domestic demand and continued growth in overseas markets [3][31] - The company possesses four key competitive advantages: strong core product advantages, advancements in electrification, accelerated overseas expansion, and a focus on digital transformation [3][31] Summary by Sections Company Overview - Founded in 1989, the company has evolved from a small factory to a leading enterprise in the domestic engineering machinery sector, with a rich product line and significant market recognition [3][9] - The company has a stable shareholding structure, with the actual controller holding a significant portion of shares, ensuring stability in management [11][12] Industry Outlook - The engineering machinery industry has entered a down cycle since 2021, but signs of recovery are emerging, particularly in excavator sales, which have shown positive growth in early 2024 [31][33] - Domestic demand is expected to stabilize due to improvements in real estate and infrastructure projects, while overseas markets continue to be a major growth driver [3][31] Competitive Advantages - The company has a clear advantage in core products, with the highest market share in excavators and a leading position in concrete machinery globally [3][15] - The company has committed to electrification, with significant revenue from electric and hybrid products, positioning itself as a leader in the new energy engineering equipment sector [3][31] - The overseas revenue share has increased from 25.1% in 2018 to 60.5% in 2023, indicating successful international expansion [3][31] - The company is advancing its digital transformation, enhancing its core competitiveness through smart products and manufacturing [3][31] Financial Projections - Revenue is projected to grow from 786.98 billion yuan in 2024 to 983.56 billion yuan in 2026, with corresponding net profits expected to rise from 58.33 billion yuan to 100.11 billion yuan during the same period [3][4] - The company's earnings per share (EPS) are forecasted to increase from 0.69 yuan in 2024 to 1.18 yuan in 2026, with a current price-to-earnings (P/E) ratio of 23, 16, and 13 for the respective years [3][4]