中国银河给予伊戈尔“推荐”评级,25Q3点评报告:25Q3盈利同环比提升,海外布局提速
Group 1 - The core viewpoint of the report is that China Galaxy has given a "recommended" rating to Igor (002922.SZ) based on several positive factors [1] - The opening of the U.S. factory is expected to accelerate the globalization of production capacity [1] - The global power grid is experiencing high demand, which opens up volume and profit opportunities for transformers in international markets [1] Group 2 - The report highlights potential risks including significant increases in raw material prices, lower-than-expected market demand, intensified industry competition, and geopolitical risks [1]