研报掘金丨东吴证券:维持巨星科技“买入”评级,看好公司成长韧性&降息带来业绩弹性
Ge Long Hui A P P·2026-01-06 06:32

Core Viewpoint - The performance forecast for 2025 by Giant Star Technology aligns with expectations, indicating strong growth resilience and performance elasticity due to anticipated interest rate cuts [1] Group 1: Performance Outlook - The company has a record high order backlog for 2026, with an 81.7% probability of interest rate cuts in January 2026 according to FedWatch, suggesting a potential turning point for company performance [1] - The acceleration of overseas production capacity and rapid growth in the electric tools business are highlighted as key growth drivers [1] Group 2: Strategic Initiatives - The company plans to continue product innovation, aiming for high revenue growth in the coming years, which is expected to establish a second growth curve [1] - The chairman's continuous share purchases reflect confidence in the company's long-term development [1] Group 3: Investment Rating - The investment rating is maintained at "Buy" [1]