研报掘金丨爱建证券:鑫铂股份业绩有望持续改善,首予"买入"评级

Core Viewpoint - The report from Aijian Securities indicates that Xinpoh Holdings is accelerating its automotive business and is on the verge of launching overseas photovoltaic production capacity, driven by the increasing demand for photovoltaic frames due to the continuous rise in photovoltaic installation capacity and the high growth rate of new energy vehicle production [1] Group 1: Business Performance - Xinpoh Holdings is focusing on "photovoltaics + new energy vehicles" as its main business strategy, which is expected to lead to continuous improvement in performance [1] - The company is actively expanding its overseas production capacity and is also entering the robotics sector, which may further enhance its growth prospects [1] Group 2: Market Positioning - The demand for lightweight automotive products is expected to increase due to the sustained high growth rate of new energy vehicle production [1] - The company's projected price-to-earnings (PE) ratio for 2027 is expected to be lower than the average of comparable companies, indicating a potentially attractive investment opportunity [1]