阿莱德股价近期活跃上涨，机构关注其业绩增长与估值压力

Group 1 - The stock price of Alade (301419) has been active in the past week, rising by 5.52% with a price fluctuation of 6.42% from February 9 to 13, 2026 [1] - On February 12, the stock increased by 2.49% with a trading volume of 161 million yuan and a turnover rate of 5.63%, but experienced a slight decline of 0.11% on February 13, closing at 36.16 yuan [1] - The technical indicators show that the stock price has broken through the upper Bollinger Band, and the MACD indicator has turned positive, indicating a short-term bullish trend, although the 20-day resistance level at 36.31 yuan should be monitored [1] Group 2 - According to a report by Yasiwei on February 12, Alade's revenue for the first three quarters of 2025 reached 316 million yuan, representing a year-on-year growth of 25.11%, while the net profit attributable to shareholders was 52.24 million yuan, up by 89.00%, indicating a significant improvement in profitability [2] - The report forecasts a compound annual growth rate of net profit of approximately 35%-45% from 2025 to 2027, driven by the demand for 5G-A construction, AI computing power, and expansion in the new energy vehicle sector [2] - However, the current price-to-earnings ratio (TTM) stands at 61.60 times, suggesting that the valuation is relatively high, and a wait-and-see approach is recommended until performance aligns with valuation [2] Group 3 - On a macro level, the release of U.S. non-farm payroll data on February 11 and China's CPI data on February 13 has led to increased volatility in global markets [3] - The telecommunications sector has recently been catalyzed by the 5.5G concept, but on February 13, the overall telecommunications equipment sector declined by 1.51%, with Alade showing relative resilience [3]