研报掘金丨东北证券:予春风动力“买入”评级,极核电动有望成为新的增长引擎
CFMOTOCFMOTO(SH:603129) Ge Long Hui·2026-01-22 10:44

Group 1 - The core viewpoint of the report indicates that Spring Wind Power's global expansion is progressing steadily, with Jike Electric expected to become a new growth engine [1] - The company achieved a net profit attributable to shareholders of 1.415 billion yuan in the first three quarters, representing a year-on-year increase of 30.89%, with Q3 alone contributing 413 million yuan, up 10.99% year-on-year [1] - The global marketing and capacity layout is advancing, with expectations for an improvement in gross profit margin [1] Group 2 - The company is actively promoting its global capacity layout, establishing production bases in China, Thailand, and Mexico, while increasing the output ratio of products from the Mexican and Thai bases to the U.S. to mitigate some U.S. tariff impacts [1] - Jike Electric's sales are experiencing rapid growth, positioning it as a new growth engine for the company [1] - The report gives a "Buy" rating for the company's stock [1]

CFMOTO-研报掘金丨东北证券:予春风动力“买入”评级,极核电动有望成为新的增长引擎 - Reportify