Core Viewpoint - The discussion revolves around the skepticism regarding the market's profit forecast of over 25 billion for Zhongji Xuchuang by 2027, questioning the validity of linear extrapolation in profit predictions [1] Group 1: Profit Forecast Analysis - The market's expectation of Zhongji Xuchuang achieving a profit of 25 billion by 2027 is based on two main assumptions: the capacity will be in place by then, which is largely confirmed, and the company has stated it will not lower prices, leading to revenue generation from this supply [1] - Current net profit margin is approximately 30%, while a comparable company, Luxshare, has a net profit margin of about 5% [1] Group 2: Criticism of Linear Extrapolation - The criticism from industry figures, such as Ling Peng, highlights the absurdity of expecting a manufacturing company to significantly increase production while anticipating future price drops [1] - The analogy used suggests that it is unreasonable for a fund manager to expect a significant market downturn while simultaneously increasing their investment positions [1]
买方大佬质疑中际旭创2027年利润250亿预测,被分析师怼了:买你的白酒去吧 老登